Join our team at EPIC Insurance Brokers & Consultants as an Insurance Technical Assistant. We are looking for a detail-oriented team player with excellent customer service skills to assist with the placement process and provide top-notch service to our clients.
Requirements
- Service of all aspects of the placement process utilizing the firm's agency management system
- Imputing submissions into Sagitta agency management system
- Send out renewal solicitations 90 to 120 days in advance with corresponding applications
- Following up for renewal submissions, subjectivities and policies
- Generate certificates of Insurance upon request
- Filing using our electronic filing system in accordance with company standards
- Demonstrate familiarity with quote letters and binders from various carriers
- Following up on all inquiries
- Invoicing: Basic Invoicing responsibilities – invoicing through Sagitta
- Capturing data for analytics and reporting
- Handling return premiums, extensions, corrections, cancellations, AP and RPs
- Interface with accounting for premium and revenue payments
- Manage the issuance of policies
- Following up on any outstanding subjectivities needed to issue the policy
- Manage Surplus Lines filing and documentation: Complete Surplus Lines Diligences per state and line of business
- Ensure all necessary documentation for surplus lines filings is sent out and filed
Benefits
- Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women's Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
