Placement Coordinator

EPIC Brokers • Carmel, IN

16h • Hybrid

About The Position

The Placement Coordinator provides administrative, technical, and operational support to the Placement team. This role is responsible for preparing submission materials, maintaining agency systems, creating applications and proposal documentation, and ensuring the accuracy of placement-related data for new and renewal business. The Placement Coordinator supports Placement Specialists and Placement Managers in delivering efficient and accurate placement services.

Requirements

• Prior customer service and office administration required.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills.
• Demonstrated customer service orientation and collaborative approach.
• High school diploma or equivalent required.
• Valid Indiana Property & Casualty license (or ability to obtain within 90 days)

Nice To Haves

• Commercial insurance or previous insurance operations or insurance industry experience preferred.
• Experience with Sagitta, ImageRight, or similar agency management systems preferred.
• associate's or bachelor's degree preferred.
• 1-3 years of insurance, administrative, operations, customer service, or agency support experience preferred.

Responsibilities

• Input and maintain accurate client, policy, and coverage information in Sagitta using established standards and procedures.
• Create and update Acord applications for new business opportunities.
• Prepare submission packages for carrier placement including applications, loss runs, underwriting information, and supporting documentation.
• Establish and maintain ImageRight files and supporting documentation.
• Assist with proposal preparation by creating templates, compiling carrier information, and formatting presentation materials.
• Create page marks, descriptions, and indexing within the agency imaging system.
• Support the placement team by gathering and organizing required underwriting information.
• Maintain accurate and complete documentation within Sagitta, ImageRight, and other agency systems.
• Perform quality control reviews of data and documentation prior to marketing and binding.
• Monitor workflow activities and ensure placement-related tasks are completed within established service standards.
• Maintain organized electronic files and records in accordance with agency procedures.
• Assist with data cleanup projects and system maintenance initiatives.
• Provide administrative and technical support to Placement Specialists and Placement Managers.
• Coordinate internal requests and assist with gathering information needed for marketing activities.
• Communicate professionally with internal stakeholders regarding outstanding requirements and workflow status.
• Participate in process improvement initiatives to enhance operational efficiency.
• Support special projects and departmental initiatives as assigned.

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

What This Job Offers

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