Placement Coordinator

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants 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 “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. 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 very 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:
Owner mindset, Inspire 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.

The Placement Coordinator provides administrative, technical, and operational support to the Placement team. This role is responsible for preparing submission materials, maintaining agency systems, creating applications and proposal documentation, and ensuring the accuracy of placement-related data for new and renewal business. The Placement Coordinator supports Placement Specialists and Placement Managers in delivering efficient and accurate placement services.

Candidates may be based at any of Epic Insurance Brokers' Indiana offices. This position follows a hybrid work model, requiring in-office attendance 2 days per week.

• Input and maintain accurate client, policy, and coverage information in Sagitta using established standards and procedures.
• Create and update Acord applications for new business opportunities.
• Prepare submission packages for carrier placement including applications, loss runs, underwriting information, and supporting documentation.
• Establish and maintain Image Right files and supporting documentation.
• Assist with proposal preparation by creating templates, compiling carrier information, and formatting presentation materials.
• Create page marks, descriptions, and indexing within the agency imaging system.
• Support the placement team by gathering and organizing required underwriting information.

• Maintain accurate and complete documentation within Sagitta, Image Right, and other agency systems.
• Perform quality control reviews of data and documentation prior to marketing and binding.
• Monitor workflow activities and ensure placement-related tasks are completed within established service standards.
• Maintain organized electronic files and records in accordance with agency procedures.
• Assist with data cleanup projects and system maintenance initiatives.

• Provide administrative and technical support to Placement Specialists and Placement Managers.
• Coordinate internal requests and assist with gathering information needed for marketing activities.
• Communicate professionally with internal stakeholders regarding outstanding requirements and workflow status.
• Participate in process improvement initiatives to enhance operational efficiency.
• Support special projects and departmental initiatives as assigned.

• Prior customer service and office administration required.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Commercial insurance or previous insurance operations or insurance industry experience preferred.
• Experience with Sagitta, Image Right, or similar agency management systems preferred.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills.
• Demonstrated customer service orientation and collaborative approach.
• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• 1-3 years of insurance, administrative, operations, customer service, or agency support experience preferred.
• Valid…