41 Assistant Client Manager (1406) Jobs in Newport, CA
EPIC Brokers is Hiring an Assistant Client Manager (1406) Near Newport, CA
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, 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
- 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, and insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop the Assistant Client Manager's knowledge of insurance, finance, sales, and marketing.
- 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;
- Other duties may be assigned.
- 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, and technology to continuously improve knowledge and performance;
- Other duties may be assigned.
- None
- LANGUAGE SKILLS
- MATHEMATICAL SKILLS
- REASONING ABILITY
- College Degree Preferred
- Must obtain California Property and Casualty license within 90 days of the date of hire
- 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 a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
The national average salary for this role is $55 - $60k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
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. An Equal Opportunity/Affirmative Action Employer.
#LI-GB1
#LI-OnSite
Job Summary
Full Time
$59k-78k (estimate)
06/24/2023
05/22/2024
epicbrokers.net
Fremont, CA
<25
Related Companies
The job skills required for Assistant Client Manager (1406) include Presentation, Communication Skills, Written Communication, Microsoft Office, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Assistant Client Manager (1406). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Assistant Client Manager (1406). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Assistant Client Manager (1406) positions, which can be used as a reference in future career path planning. As an Assistant Client Manager (1406), it can be promoted into senior positions as an Account Executive - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Assistant Client Manager (1406). You can explore the career advancement for an Assistant Client Manager (1406) below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
