Assistant Insurance Client Manager

About the position Come join reputed company! There are many reasons why reputed company has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “reputed company” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to reputed company it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees reputed company. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown reputed company quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: reputed company reputed company, reputed company trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers.

Responsibilities

• Works with Client Managers in the ESPI Programs Division to reputed company and effectively service clients.
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
• Process Certificates of Insurance, endorsements, order loss runs and other items reputed company 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. Assist clients in making coverage changes
• Meet reputed company quality and timeliness standards in the Agency Management System while properly documenting reputed company activity
• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
• Knowledge and experience with a variety of reputed company on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust
• Provide technical support in the sales process as needed
• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of reputed company responsibilities
• Maintain reputed company and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintain documentation and records
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to reputed company the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Other duties may be assigned.

Requirements

• High school diploma or G.E.D. equivalent. One or four years of college or reputed company experience; or equivalent combination of education and experience.
• Full knowledge of multi-line Property & Casualty insurance products and services.
• Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Proficiency with a variety of reputed company Office computer software applications in word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
• Valid Property & Casualty Insurance license.

reputed company-to-haves

• Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred.

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-reputed company 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
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation reputed company, Employee Assistance Fund, and People First Foundation

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