Assistant Client Manager

Join to apply for the Assistant Client Manager role at EPIC Insurance Brokers & Consultants

Located in any Indiana office – Hybrid 3 days a week.

• Enjoy learning, enthusiasm, and zest.
• Strong verbal and written communication skills.
• Interpersonal skills – enjoy working with people.
• Service oriented.
• Willingness to learn and take direction from others.
• Participate in lunch and learns, external workshops, and insurance operations training.

• Certificate requests
• Follow up on notices of cancellation
• Auto  issuance
• Policy change requests
• Check mailbox daily
• Online rating for small business
• Follow up for renewal policy issuance
• Renewal proposals
• Binders
• Invoicing
• Process audits
• Post documents to EPIC portal
• Update Sagitta
• Obtain loss runs
• Policy checklists
• Run M&S reports
• Obtain premium finance quotes
• Run MVRs
• Paperless filing
• Create loss summary tracking
• Prepare ACORD applications

• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to servicing client accounts in a timely and accurate manner.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.

• Set priorities and manage workflow 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 up‑to‑date proposals, insurance summaries, workflow logs, manuals or other required documentation and records.
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Other duties may be assigned.

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to apply basic algebra concepts.
• Problem‑solving and reasoning ability.
• College degree.
• Must obtain California Property and Casualty license within 90 days of date of hire.
• Proficiency with Microsoft Office applications (Word, Excel, Access, PowerPoint).
• 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.

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.

We offer generous paid time off, managed PTO, 12 paid holidays, 4 early‑close days, paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave, employee referral bonus program, employee recognition programs, Employee Resource Groups (Women’s Coalition, EPIC Veterans Group), mentorship program, tuition reimbursement, leadership development, pet insurance, identity theft protection, legal planning, family planning, menopause & midlife support, 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs, and a 50/50 work culture.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. We are committed to creating an environment where all employees feel included and empowered.

California Applicants – View your privacy rights at

Massachusetts G.L.c. 149 section 19B (b) requires that it is unlawful to require or administer a lie detector test as a condition of employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

To learn more about EPIC, visit our Careers Page: