Senior Assistant Client Manager- P&C Accounts

Location: This role will require a hybrid work schedule in-office two days a week out of our Concord, CA office.

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 New York City 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!

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.

QUALIFICATIONS:
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, the Senior Assistant Client Manager 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

ESSENTIAL DUTIES AND RESPONSIBILITIES:
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 (with oversight of Client Executive), 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;
• Primary servicing (under oversight of Client Executive) of accounts between $10k-$25k revenue (e.g. smaller entities related to
larger commercial entities.)
• Processes primary placement of ancilary coverages (e.g. Flood, Railroad Protective, Owners Contractors Protective (OCP), Builder's
Risk-Project Specific etc) as applicable.
• 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;
• Mentor, Coach and Train co-workers
• Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES:
 None

KEY COMPETENCIES:
 LANGUAGE SKILLS
 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.

EDUCATION and/or EXPERIENCE:
• High school diploma or G.E.D. equivalent required. College degree preferred.
• California Fire & Casualty Broker License
• Designation: CISR, CLIC, CCIP, AIS or other industry focused designation.
• Two or more years experience in a mid-size brokerage or carrier.
• 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.

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. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by
this job include close vision, color vision, and ability to adjust focus.

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.

The national average salary for this role is $70,000 to $75,000 in base pay and exclusive of any bonuses or benefits. 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, Cancer 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. 

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