Assistant Client Manager - Commercial Lines

EPIC Brokers
San Francisco, CA
Category Finance
Job Description
This Assistant Client Manager position at EPIC Insurance Brokers & Consultants involves handling administrative and operational tasks related to client accounts, including certificates, policy changes, renewal requests, and mail management. It's a fast-paced environment requiring strong communication, interpersonal skills, and proficiency with insurance software. The role is part of a hybrid schedule, working from office 2x a week.

Requirements

  • Certificate Requests
  • Follow up on Notices of Cancellation
  • Auto ID Card Issuance
  • Policy Change Requests
  • Check Mailbox Daily
  • Online Rating for Small Business
  • Renewal Proposals
  • Binders
  • Invoicing
  • Process Audits
  • Post Documents to EPIC Portal
  • Update Sagitta
  • Obtain Loss Runs
  • Policy Checklists
  • 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

Benefits

  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees
  • Paid parental leave
  • Generous employee referral bonus program
  • Employee recognition programs
  • Employee resource groups
  • Professional growth & development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
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