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 US, 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: Any Indiana office -Hybrid 3 days a week

What You’ll Do

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
  
  

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

• 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
  
  

Service

• 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.
  
  

Personal And Organizational Responsibilities

• 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
• Other duties may be assigned.
  
  

What Youll Bring

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  
  

Mathematical Skills

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.
  
  

REASONING ABILITY

• Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• College Degree
• Must obtain California Property and Casualty license within 90 days of 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 high level of interpersonal skills to handle sensitive and confidential situations. 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: https://www.epicbrokers.com/about/epic-careers/.

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: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

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.