Assistant Client Manager- P&C accounts

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!

Location: This role will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Overview

EPIC Insurance Brokers & Consultants is a fast‑paced, collaborative environment where you can grow your career while making a meaningful impact. The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.

This role is ideal for someone who is service‑oriented, eager to learn, and enjoys working with people in a dynamic team environment.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team