Insurance Client Service Coordinator

EPIC Brokers•Birmingham, AL

2d•Onsite

About The Position

The Insurance Client Service Coordinator (CSC) role is a great opportunity to get one's foot in the door to a career in the insurance industry! This position interacts with customers and employees as the first point of contact to provide requested information, and assists with other projects as needed by different business lines. The CSC 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 CSC 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! 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 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

Curiosity and an eagerness to learn! Insurance industry experience is nice to have but not required.
Eagerness to grow!
Candidates with strong, professional communication skills – both written and verbal.
High attention to detail, and the ability to learn and understand software systems quickly.
Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.
College degree preferred
Prefer 2 years current relevant experience.

Responsibilities

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.
Other office duties and special projects as assigned
Set priorities and manage workflow for self to ensure all goals are met
Maritain 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
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