Assistant Client Manager- P&C accounts

Join EPIC Insurance Brokers & Consultants as an Assistant Client Manager- P&C accounts. Support servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.

Requirements

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts
• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Benefits

• Generous Paid Time Off
• 401k Matching
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Wellness & Employee Assistance Programs
• Employee Referral Bonus Program
• Employee Recognition Programs
• Employee Resource Groups
• Professional Growth & Development
• Pet Insurance
• Cancer Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 50/50 Work Culture