Join our team as an Assistant Insurance Client Manager at EPIC Insurance Brokers & Consultants. We are a fast-growing firm in the insurance industry, looking for people who share our core values and are committed to delivering exceptional results.
Requirements
- Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients.
- Consistently establishes and maintains high levels of trust and confidence with clients.
- Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner.
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
- Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
- Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
- Provide technical support in the sales process as needed.
- Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.
- Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
- Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
Benefits
- Generous Paid Time Off
- Managed PTO for salaried/exempt employees
- 22 PTO days starting out for hourly/non-exempt employees
- 12 company-observed paid holidays
- 4 early-close days
- Generous leave time options
- Employee referral bonus program
- Employee recognition programs
- Employee Resource Groups
- Professional growth & development
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
