Insurance Account Management Specialist - Law Firms

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!

 

JOB OVERVIEW:

EPIC Law Firm Group is a specialty insurance business unit of EPIC Insurance Brokers and Consultants, focused on lawyers and law firms. What differentiates us is our Law Firm industry expertise. Our team members have prior experience as practicing lawyers, consultants, international brokers, professional liability claims handlers and underwriters – giving us a unique and unmatched insight into how law firms operate, deliver services, and manage risks.

We’ve had success growing our business and now we’re looking to grow our team!

The Insurance Account Specialist’s main responsibilities are to support the account manager and broker in providing top-notch client services. This entry-level role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, entering client data and information into client and business management systems, scanning, and photocopying). This is an administrative-heavy service & support role, NOT a sales role.

 

LOCATION: HYBRID - This role must be willing & able to work 3 days a week in our downtown Chicago office (125 South Wacker)

 

WHAT WE’RE LOOKING FOR:

• 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 with clients or internal stakeholders.
• High attention to detail, and the ability to achieve  proficient use of agency management systems and tools. 
• At least 1+ years of experience working for an insurance agency, broker or carrier, OR a degree in risk management and insurance is preferred.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.

 

WHAT YOU’LL DO:

The account specialist will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):

• Input client information into Sagitta (agency management software system)
• Request loss runs
•  Pre-complete renewal schedules and identify applications to send to client for completion using Broker Buddha and coordinate with Account Manager
• Support client’s preparation of applications
• Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports
• Prepare confirmations of coverage and insurance program charts
• Coordinate with other staff on certificate-holder list
• Review Certificate of Insurance templates for approval with Account Manager
• Assist with processing and tracking mid-term endorsement requests
• Follow up on underwriter subjectivities
• Assist with program analysis for potential clients
• Assist with contract and RFP review of insurance requirements
• Assist with policy workflow process to make sure policies are reviewed, stamped and sent out to clients in a timely fashion