SUMMARY:
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Assist with office administration;
- Assist and work with VP of Claims:
- Assist with the issuance of certificates;
- Assist with flood renewal tracking;
- Assist with Flood zone determinations;
- Assisting with client presentations, as needed;
- Assisting with the annual Real Estate Forum;
- All of the above in a timely manner, establishing and maintaining high levels of trust and confidence with clients, loan servicers, carriers and your colleagues;
Personal and Organizational Development
- 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, 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.
- Other duties may be assigned.
- Work effectively to resolve problems or enhance service in a timely manner.
- Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- Ensure expert knowledge is maintained.
KEY COMPETENCIES:
- Recognize problems and respond appropriately.
- Able to analyze situations logically in order to draw solid conclusions.
- Knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel.
- Strong attention to detail and time management abilities.
- Strong ability to multi-task and assign priority.
- Ability to work effectively and efficiently both with and without direct supervision.
- Ability to work effectively and efficiently in a team environment as well as independently.
- Strong interpersonal communication skills, both written and oral.
EXPERIENCE:
- Knowledge of a variety of Microsoft Office computer software applications to include 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.
CERTIFICATES, LICENSES, REGISTRATIONS:
- Valid driver license
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. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
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 EPIC?
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
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.
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What We Do
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers