Insurance Assistant for the the Financial Services Brokers. Successful candidate should be a detail-oriented team player with the ability to multitask and have excellent customer service skills.
Service of all aspects of the placement process utilizing the firm’s agency management system
Imputing submissions into agency management system
Send out renewal solicitations 90 days in advance with corresponding applications
Following up for renewal submissions, subjectivities and policies
Generate certificates of Insurance upon request
Filing using our electronic filing system in accordance with company standards
Demonstrate familiarity with quote letters and binders from various carriers
Following up on all inquiries
Generate Quote letters and binders as needed in IMS (Insurance Management System)
Update the Quote Input Sheets and IMS as needed
Ability to use Microsoft Word, Excel and Adobe Acrobat as well as familiarity with quote letters and binders from various carriers
Basic billing responsibilities – invoicing through IMS – Fees, Audits
Capturing data for benchmarking
Handling return premiums, extensions, corrections, cancellations, AP and RPs
Interface with accounting for premium and revenue payments.
Manage the issuance of policies
Following up on any outstanding subjectivities needed to issue the policy
Correspond with underwriters on to-be manuscripted endorsements
Complete Surplus Lines Diligences per state and line of business
Ensure all necessary documentation for surplus lines filings is sent out and filed
0-2 years of Insurance brokerage experience
Proficient in MS suite of products
Property & Casualty Insurance License (or willing to get one once hired).
Risk Management Bachelor's Degree preferred
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