Insurance Client Service Associate (Entry-level)
About The Position
The Insurance Client Service Associate role is an entry-level position offering an opportunity to start a career in the insurance industry. This role provides day-to-day support to the Property & Casualty Team and clients, including assisting clients with online service platforms and acting as an internal partner for EPIC’s value-added services. The associate will also support client renewals, external marketing, loss analysis, and ongoing service, and will prepare RFPs and client presentations. 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 culture emphasizes working hard and playing hard, with teamwork being a significant factor in their success. This is an exciting opportunity to join a driven, energetic, and 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
- Paid parental leave
- Pregnancy disability and bonding leave
- 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
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
