Assistant, Commercial Support

EPIC Brokers•Melville, NY

7d•Hybrid

About The Position

EPIC Brokers has an opening for a full-time Commercial Service Assistant position in Melville office. This position assists clients and Commercial Lines Account Managers in the various units on a daily basis as needed, with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various support responsibilities.

Requirements

One year insurance agency experience preferred but not required
Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
Excellent phone and interpersonal skills
Strong oral and written communication skills
Ability to work independently, as well as in a team environment, making sound decisions
Proficient in all Microsoft Office products
Travel between offices for educational or other mandatory meetings is occasionally required
Proficiency in organizing tasks and managing time efficiently is required
Mathematical skills to calculate commissions, percentages and other various figures related to insurance documents
Must be able to work in a fast-paced environment and determine which tasks are most critical
College degree preferred
Broker’s license is required / can be obtained once hired

Responsibilities

Prepare insurance documentation including certificates, EPI’s, loss runs, policy change requests, and vehicle identification cards
Processing of Audits and Endorsements per company procedures and with attention to detail
Obtain quotes from carriers for policy changes
Set up and maintain client service activity files per company procedures
Perform other related support duties as requested
Prepare and print proposals, schedules, and other reports
Comply with all internal procedures and practices while demonstrating the ability to meet service performance standards
Billing inquiries
Contribute to a team effort while also maintaining individual priorities
Follow quality standards for processing time and data entry

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