Insurance Client Service Associate (Entry-level)

EPIC Brokers • Birmingham, AL

10d • Onsite

About The Position

The Insurance Client Service Associate role is a great opportunity to get one's foot in the door to a career in the insurance industry! The Client Associate responsibilities include providing day-to-day support to our Property & Casualty Team and our clients. This includes assisting clients with various online service platforms and acting as an internal accountability partner for EPIC’s value-added services. The Client Associate will assist in the renewal, external marketing, loss analysis and ongoing service to client; they will prepare RFPs and client presentations as well as other deliverables. This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! They specialize in supporting clients in the oil & gas industry, commercial roofing, and crane & rigging industries. The team works hard & plays hard; their teamwork & culture is a huge part of their success. This is an exciting opportunity to join a driven, energetic, fun team!

Requirements

• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, Outlook, Power Point, Co-Pilot and presentation software
• Ability to obtain and maintain a Property and Casualty Insurance License
• Ability to work with and maintain confidential information in a discreet and professional manner
• Solid problem solving, analytical abilities and critical thinking skillset
• Strong attention to detail
• Ability to work both on a team and independently; with or without, direct supervision
• Performing with effective planning and priority setting. Ability to manage several projects simultaneously while working under pressure to meet deadlines
• Strong interpersonal communication skills, both written and oral
• Position continually requires teamwork, demonstrated poise, tact and diplomacy
• High school diploma or GED equivalent required

Nice To Haves

• Insurance industry experience is nice to have but not required.
• College degree preferred

Responsibilities

• As directed, ensures that internal/external inquiries to the online services are responded to and resolved within established guidelines while providing excellent customer service
• Upon renewal/onboarding of an account, determine services to be provided with input from Production and Marketing.
• Communicate to individual team members the assigned responsibilities and required timeline related to individual client services plans.
• Assimilate data from multiple departments into a cohesive deliverable.
• Participate in external marketing campaigns as requested
• Assist in day-to-day service needs of assigned accounts.
• ImageRight file set up
• Schedule formatting
• Support for Marketing Lead/Senior Client Manager as needed
• Renewal Document setup/formatting
• Upload COIs to Clearing Houses for renewal
• Issue Certificates of Insurance
• Plan and build documents for stewardship meetings with clients
• Loss analytics
• Loss run requests
• Experience Modifier analysis and projections
• Other office duties and special projects as assigned
• Set priorities and manage workflow for self to ensure all goals are met
• Maintain cordial and effective relationships with all parties
• Maintain up-to-date proposals, workflow logs, update all 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 Team/Company
• Stay informed regarding industry information, trends, new product/program developments, coverages and technology to continually improve service, work product, and knowledge and performance
• Project a professional image in action and appearance

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED