Assistant Client Manager - P&C Insurance

DESCRIPTION:

The Assistant Client Manager role is an integral and critical member of our client service team responsible for providing exceptional service and delivering excellent business support to the client service teams. The Assistant Client Manager proactively acquires, assembles, and follows-up on information critical to providing exceptional client service and advocacy for clients and prospects.

Location:  

This role requires a hybrid work schedule out of our Dallas, Texas office, 3 days a week in office.

QUALIFICATIONS:

You will find EPIC to be a fast-paced, fun environment and a workplace in which you truly can make a difference. 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.
Enthusiasm and zest for your learning experience

One year plus of Insurance experience is preferred

Microsoft Suite experience is a plus

Microsoft Teams experience is a plus 

Strong verbal and written communication skills

Interpersonal Skills – enjoy working with people

Service Oriented

Willingness to learn and take direction from others

Self-motivated ESSENTIAL DUTIES AND RESPONSIBILITIES:

Services assigned book of business and willingly supports new business engagements alongside client service team

Service clients' daily account needs

Develop productive business relationships with clients

Communicates with clients, responding to inquiries, maintaining documentation of communications in agency management system

Meet all quality and timeliness standards in the agency management system while properly documenting all activity

Performs other duties or responsibilities as assigned by the company at its discretion

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:
Check Mailbox Daily
Obtain loss runs and compile loss summaries and schedules, as needed

Begin basic proposal and transition the proposal to the other members of the client service team

Create certificates of insurance and automobile identification cards

Manage the certificate renewal process and ensure accurate issuance throughout policy term

Ensure policies are received timely and complete appropriate policy checking and delivery procedures

Processes audits and creates required audit analysis

Prepares materials for presentations and meetings

Maintain open items with internal and external client service team as needed

Creates policy summaries and/or schedules of insurance

Review contracts for insurance requirements applicable to issuance of certificates of insurance

Request and complete various insurance notices and forms

Assist with special projects, renewals, and client requests

Performs other duties or responsibilities as assigned by the company at its discretion

SERVICE:

Process all policies, endorsements, incoming mail, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner;

Responsible for monthly expirations;

New Business

Set up Checklist for client – notify assigned CM when ready

Follow tasks assigned to ACM in Checklist; maintain updates in Checklist

Order Loss Runs as needed using Loss Run Tracker

Order Modifier from NCCI with permission from client & CE/CM

Certificates & Auto ID Cards

Suspense via Tasks in ImageRight for receipt of policies

Collect Policies & Perform 1st Review upon Receipt; notify CM when 1st review is complete

Renewals

THIS STARTS THE RENEWAL PROCESS ON EVERY CLIENT

Run monthly expiration list for 150 days out and distribute to team

120 days out:

Put renewing policies in REMARKET status in Sagitta; unless:

If policy is automatic/direct bill renewal

If policy is first renewal after BOR – use REWRITE status

Order loss runs (once notified by CM that Loss Run Tracker is updated) – save in S drive and ImageRight upon receipt

Order E-Mod Worksheet from current carrier, or NCCI if current carrier won’t provide – notify CE/CM immediately if an increase from expiring

Update Prior Year Loss Run Summary

Certificates & Auto ID Cards

Set up Renewal Checklist for each client – notify assigned