Senior Assistant Client Manager- P&C Accounts

Location: This role will require a hybrid work schedule in-office two days a week out of our Concord, CA office.

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 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!

SUMMARY:

To perform this job successfully, 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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, the Senior Assistant Client Manager 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 (with oversight of Client Executive), 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;
• Primary servicing (under oversight of Client Executive) of accounts between $10k-$25k revenue (e.g. smaller entities related to
larger commercial entities.)
• Processes primary placement of ancilary coverages (e.g. Flood, Railroad Protective, Owners Contractors Protective (OCP), Builder's
Risk-Project Specific etc) as applicable.
• Other duties may be assigned.
Personal and Organizational Responsibilities
• Set priorities and manage workflow for self to ensure efficien