Assistant Insurance Client Manager

Assistant Insurance Client Manager at EPIC Insurance Brokers & Consultants

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.

Birmingham, AL - Role must work in-office 3 days a week

• 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 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 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. Assist clients in making coverage changes.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.

• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust.
• Provide technical support in the sales process as needed.
• Other duties may be assigned.

• 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.
• Maintain documentation and records.
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve 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.

• High school diploma or G.E.D. equivalent. One to four years of college or related 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.
• Sagitta Agency Management System and/or Paper Wise software experience a plus. Experience with paperless procedures preferred.
• Proficiency with Microsoft Office 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.

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

• EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth.
• Generous Paid Time off
• 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…