Search the 35 jobs at EPIC Insurance Brokers & Consultants

The Client Coordinator provides administrative support, communications, and technology resources with a focus on customer service and satisfaction. Responsibilities include advocating for benefits teams and clients, coordinating webinars and seminars, managing financial reports, onboarding new hires, and maintaining confidential information. Key competencies include customer service orientation, advanced knowledge of Microsoft Office programs, strong attention to detail, and ability to work effectively in a team environment.

The Placement Specialist role involves quoting submissions for SBU Producers, marketing accounts to carrier underwriters, building positive relationships with underwriters, and transitioning accounts to the Service team. Also includes remarketing responsibilities for renewal accounts. Requires 3-5 years of experience in working with multiple carriers and online quoting, as well as property & casualty license.

The Senior Account Manager - P&C is responsible for serving as the primary expert resource and first point of contact for clients, analyzing client data, conducting market comparisons, providing marketing and new business development support, and overseeing office administrative work. The role involves negotiating on behalf of clients for the best insurance alternatives and maintaining up-to-date knowledge in the industry. This position requires excellent communication, organizational, and analytical skills.

The Assistant Account Manager - Commercial Lines role involves various responsibilities such as certificate requests, policy changes, invoicing, and maintaining client accounts. The job requires strong communication skills, service orientation, and a willingness to learn. It is based in Duluth, GA with 2-3 days in-office per week.

Support a Producer with commercial insurance and surety business, manage existing clients, assist in new business production efforts, engage with clients and colleagues in a professional manner, and coordinate team activities and events.

Assist Commercial Lines Service Account Managers with issuing Certificates of Insurance, processing Audits and Endorsements, and other support duties. Contribute to team efforts and maintain quality service standards. Excellent phone and interpersonal skills required.

The Account Manager is responsible for processing applications, assisting clients with policy coverages, renewing and retaining accounts, maintaining client files, and providing office support. They need to establish trust with clients, process all related items accurately, educate clients on policy coverage, and negotiate premiums. Additionally, they are responsible for setting priorities, maintaining client records, staying informed about industry trends, and resolving issues effectively.

The Account Manager will be responsible for processing applications, policies, endorsements, and other client servicing tasks. They will assist clients with policy coverages, renew and retain accounts, maintain client files, and uphold client relationships. The role includes marketing responsibilities and personal development to ensure efficient and accurate processing of tasks.

Join our Surety Team in New York to file bonds, prepare bond packets, assist with invoicing, support clients, and analyze risk factors. Bachelor's degree and proficiency in Microsoft Office required. Salary range: $55,000 to $60,000 per year.

Responsible for providing superior customer service to clients, carriers, and producers in the commercial insurance sector. Manage client inquiries, policy changes, renewals, and sales opportunities. Prioritize workflow and ensure timely resolutions for customer concerns. Review exposures and recommend suitable products. Collaborate with team members and uphold service standards.

Primary expert resource and first point of contact for clients, analyzing client data, conducting market comparisons, providing marketing and new business development support, negotiating with carriers, and preparing presentations for clients. Requires expert knowledge in client management and insurance industry.

Primary expert resource and first point of contact for clients, handling client questions, providing legal updates, preparing endorsements, analyzing client data, conducting market comparisons, strategizing with clients, providing marketing support, conducting new business development, and maintaining agency systems.

Responsible for managing accounts of largest commercial clients, providing outstanding customer service, managing renewal process, negotiating with carriers, and maintaining policy records. Develops relationships with internal and external stakeholders. Requires strong customer service, communication, problem-solving skills, and extensive knowledge of commercial insurance.

The Commercial Insurance Assistant will be responsible for various tasks including data entry, document preparation, and communication with clients and management. Strong attention to detail, time management, and communication skills are essential for this role.

The Commercial Lines Client Manager is responsible for servicing clients, assisting with policy coverage, conducting renewals, and providing support to Producers and Client Executives. The role involves establishing trust with clients, processing policy-related items, educating clients about coverage needs, and managing marketing activities. Additional responsibilities include setting priorities, managing workflow efficiently, and contributing to personal and organizational development.

The Client Manager will support the Account Executive by proactively managing client accounts, data, vendors, and client relationships. Responsibilities include data management, vendor coordination, client meetings, and employee educational benefits meetings. This role requires a college degree and core competencies in communication, organization, and problem-solving.

The Assistant Client Manager role involves providing exceptional service and support to client service teams. Responsibilities include daily account management, developing client relationships, communication with clients, and performing various administrative tasks related to insurance operations.

The Account Manager -SBU is responsible for processing applications, policies, endorsements, and certificates related to client servicing. They assist clients with policy coverages, renew and retain accounts, maintain client files, and establish trust with clients. Additionally, they work on personal and organizational development, prioritize workflows, maintain client records, and stay informed about industry trends.

Responsible for servicing clients' policies, renewals, and coverages. Manage client relationships and provide additional coverage options. Maintain client files and stay updated on industry trends. Negotiate premiums and commissions with underwriters. Efficiently process applications and assist clients with policy questions and changes.

Responsible for providing exceptional service and support to Private Client Producers, Team Leaders, and Relationship Managers. Handle client inquiries, manage account information, process invoicing, and maintain insurance proposals.