Assistant client manager

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: Grand Rapids Michigan-in office 5 days a week (M-F)

WHAT YOU'LL DO:

New Business

• Issue Certificates & Auto ID Cards
• Collect Policies & Perform 1st Review upon Receipt (via Exdion/ImageRight process)

Renewals

• THIS STARTS THE RENEWAL PROCESS ON EVERY CLIENT- Expiration lists should be monitored monthly to start the renewal process.
• 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
• Order E-Mod Worksheet from current WC carrier or NCCI – notify CE (or CM if no CE) immediately if an increase from expiring
• Update Prior Year Loss Run Summary
• Certificates & Auto ID Cards
• Collect Policies & send to Exdion via ImageRight for 1st Review upon Receipt

Endorsements

• Request endorsements from underwriter, or online when possible
• When large AP is suspected, work with CM or CE to advise client or gain clarity around the request
• Update exposure workbooks with changes as they are requested
• Suspense & Follow Up on Endorsements, documenting in ImageRight
• Update Sagitta information- i.e. add vehicle, change address, etc.
• Send Auto ID Card and/or certificate (when applicable) immediately
• When received, check, invoice, and send to client with full description (CM help as needed)
• Close suspense & file Sagitta/ImageRight

General Account Management

• Maintain & add to the Open Item List, working with CE/CM to address all items
• Issue Certificates of Insurance on a daily basis per client expectation
• Issue Auto ID Cards as requested
• Maintain eCerts website- set up clients to issue on demand certs (coordinate with CE (or CM if no CE))
• Setup Client Portal on Epic Website by completing the document and sending to [email protected]: S:\SW_P&C\P&C Templates\Client Portal Set-Up
• Create Client Claims Handling Tip sheets for all claims reporting guidelines
• File all pertinent information: documents, emails, correspondence in ImageRight
• Coordinate and attend marketing meetings with carriers as necessary
• Process Notices of Cancellation and discuss with CE (or CM if no CE)/Producer urgently when received - updating Sagitta
• Stretch Tasks when rest mastered:
• Start proposal (on renewals)
• Set up certificate template

WHAT YOU'LL BRING:

College Degree or equal to experience (2-4 years of insurance industry experience)
Current/Active Michigan Property & Casualty license
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.
This position continually requires teamwork, demonstrated poise, tact, and diplomacy .

COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women's Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page:

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at:

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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