Insurance Client Service Associate; Entry-level) 3rd Avenue South Suite , Birmingham, AL

Insurance Client Service Associate (Entry-level)

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

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 New York City and founded in 2007, our company has over 4,000 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 Insurance Client Service Associate role is a great opportunity to get one's foot in the door to a career in the insurance industry! The Client Associate responsibilities include the following areas: providing day-to-day support to our Property & Casualty Team and our clients. This includes assisting clients with various online service platforms and acting as an internal accountability partner for EPIC’s value-added services.

The Client Associate will assist in the renewal, external marketing, loss analysis and ongoing service to client; they will prepare RFPs and client presentations as well as other deliverables.

• Curiosity and an eagerness to learn! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter & enjoy variety in their work.
• Eagerness to grow! While there is a lot to teach and learn in this role, it also provides a great opportunity for employees to learn what their insurance career opportunities are, and grow into those career paths in time.
• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

In-Office - 5 days a week in our Birmingham, AL office

• As directed, ensures that internal/external inquiries to the online services are responded to and resolved within established guidelines while providing excellent customer service;
• Upon renewal/onboarding of an account, determine services to be provided with input from Production and Marketing.
• Communicate to individual team members the assigned responsibilities and required timeline related to individual client services plans.
• Assimilate data from multiple departments into a cohesive deliverable.
• Participate in external marketing campaigns as requested
• Assist in day-to-day service needs of assigned accounts.
• Image Right file set up
• Schedule formatting
• Support for Marketing Lead/Senior Client Manager as needed
• Renewal Document setup/formatting
• Upload COIs to Clearing Houses for renewal
• Issue Certificates of Insurance
• Plan and build documents for stewardship meetings with clients
• Loss analytics
• Loss run requests
• Experience Modifier analysis and projections
• Other office duties and special projects as assigned;

• Set priorities and manage workflow for self to ensure all goals are met;
• Maritain cordial and effective relationships with all parties;
• Maintain up-to-date proposals, workflow logs, update all required documentation and records;
• Interact with others effectively…