Assistant Client Manager

EPIC Brokers•Los Angeles, CA

13d•$31 - $35•Hybrid

About The Position

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, 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.

Requirements

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
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.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply concepts of basic algebra.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
College Degree preferred
Must obtain California Property and Casualty license within 90 days of date of hire
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.

Responsibilities

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
Create Loss Summary Tracking
Prepare Acord Applications
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
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
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

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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs