Assistant Client Manager- Commercial Insurance

Location:  This role requires a hybrid work schedule out of our Concord, CA office, 2 days a week in office.

QUALIFICATIONS:
You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully as an Assistant Client Manager, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Enthusiasm and zest for your learning experience
• Strong verbal and written communication skills
• Interpersonal Skills – enjoy working with people
• Service Oriented
• Willingness to learn and take direction from others

ESSENTIAL DUTIES AND RESPONSIBILITIES:
You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant’s knowledge of insurance, finance, sales and marketing.

Overall Duties Include:

• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card 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
• Obtain Loss Runs
• Create Loss Summary Tracking
• Prepare Acord Applications

Service
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of 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.

Personal and Organizational Responsibilities
• 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 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 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.
 
KEY COMPETENCIES:
• LANGUAGE SKILLS
 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.

• MATHEMATICAL SKILLS
 Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.

• REASONING ABILITY
 Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

EDUCATION and/or EXPERIENCE:

• Two years of Insurance experience strongly preferred • Must obtain California Property and Casualty license within 90 days of date of hire
• Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
• 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

High school diploma or G.E.D. equivalent required. College degree preferred.

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job