Assistant Account Manager(P&C)

EPIC Brokers•Grand Rapids, MI

13d•Onsite

About The Position

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! LOCATION: Grand Rapids Michigan-in office 5 days a week (M-F)

Requirements

College Degree or equal to experience (2-4 years of insurance industry experience)
Current/Active Michigan Property & Casualty license
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.
This position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Responsibilities

Issue Certificates & Auto ID Cards
Collect Policies & Perform 1st Review upon Receipt (via Exdion/ImageRight process)
Put renewing policies in REMARKET status in Sagitta
Order loss runs
Order E-Mod Worksheet from current WC carrier or NCCI – notify CE (or CM if no CE) immediately if an increase from expiring
Update Prior Year Loss Run Summary
Collect Policies & send to Exdion via ImageRight for 1st Review upon Receipt
Request endorsements from underwriter, or online when possible
Update exposure workbooks with changes as they are requested
Suspense & Follow Up on Endorsements, documenting in ImageRight
Update Sagitta information- i.e. add vehicle, change address, etc.
Send Auto ID Card and/or certificate (when applicable) immediately
When received, check, invoice, and send to client with full description (CM help as needed)
Close suspense & file Sagitta/ImageRight
Maintain & add to the Open Item List, working with CE/CM to address all items
Issue Certificates of Insurance on a daily basis per client expectation
Issue Auto ID Cards as requested
Maintain eCerts website- set up clients to issue on demand certs (coordinate with CE (or CM if no CE))
Setup Client Portal on Epic Website by completing the document and sending to [email protected]: S:\SW_P&C\P&C Templates\Client Portal Set-Up
Create Client Claims Handling Tip sheets for all claims reporting guidelines
File all pertinent information: documents, emails, correspondence in ImageRight
Coordinate and attend marketing meetings with carriers as necessary
Process Notices of Cancellation and discuss with CE (or CM if no CE)/Producer urgently when received - updating Sagitta
Start proposal (on renewals)
Set up certificate template

Benefits

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