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! 

JOB OVERVIEW:

The Assistant Client Manager is an integral member of the client service team, responsible for supporting daily account management, renewals, endorsements, audits, certificates and client requests. This role ensures timely and accurate processing of all service items, maintains compliance with agency standards, and delivers exceptional client service.

Client Service:

• Respond to client inquiries promptly; maintain documentation in the agency management system.
• Issue certificates of insurance and auto ID cards within standard turnaround times.
• Manage certificate renewal process and ensure accurate issuance throughout policy term.
• Process notices of cancellation immediately upon receipt; update systems and notify Client Manager.
• Maintain suspense items and follow up on outstanding tasks.

Renewals:

• Launch renewal workflow 150 days out.
• Prepare renewal checklists; update tasks and maintain progress.
• Obtain loss runs and experience modification worksheets.
• Assist with proposal preparation and transition to Client Manager for review.
• Support remarketing and rewrite preparation activities, ensuring all required data and documents are gathered and organized.
• Confirm renewal deliverables (loss runs, certificate lists) meet quality expectations and are ready for next-step review.
• Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.

Endorsements:

• Request endorsements from carriers or process online when possible.
• Update exposure workbooks and Sagitta with changes.
• Send Auto ID cards and certificates as needed.
• Verify accuracy of endorsements upon receipt; invoice and transmit to client.

Policy Maintenance:

• Collect policies and perform first review; notify Client Manager for second review.
• File policies, endorsements, and correspondence in ImageRight.

General Responsibilities:

• Prepare materials for presentations and meetings, as requested.
• Coordinate and attend carrier marketing meetings as needed.
• Stay informed on internal policy and procedural changes, including changes in systems and technologies.

LOCATION: Carmel, IN or Terre Haute, IN/Hybrid 3 days a week in the office is required.

WHAT YOU’LL BRING:

• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and preferred knowledge of (often this is entry level and likely will not have prior experience with any AMSs) agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.

Certificates, Licenses, Registrations

• Must obtain Property & Casualty license within 60 days.

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.