Assistant Client Manager-Commercial Insurance
| Company | EPIC Insurance Brokers & Consultants |
|---|---|
| Location | Concord, CA, USA |
| Salary | $60000 – $65000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
Responsibilities
- 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
- 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
- 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
Preferred Qualifications
- Two years of Insurance experience strongly preferred
- College degree preferred
- Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software