Assistant Insurance Client Manager

2720 3rd Avenue South Suite 100, Birmingham, AL 35233

Come join our team!

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.
• Possess knowledge and experience with a variety of carrier online systems, including but not limited to BHHC, ICW, SCIF, and 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 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 or four years of college or related experience; or an 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 a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
• Ability to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• 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.

• 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.
• 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):…