EPIC Insurance Brokers & Consultants
Casualty Insurance Coordinator
EPIC Insurance Brokers & Consultants, San Francisco, California, United States, 94199
Overview
The Casualty Insurance Coordinator (Senior Risk Analyst) position supports brokers and senior brokers, primarily focusing on client relations/administration and service delivery for larger, loss-ratable/sensitive Casualty programs. It is a hybrid role, with three days per week in the office. Location:
San Francisco - Hybrid What You’ll Do
Coordinate and issue certificates of insurance and auto-identification cards Create, issue and track invoices, ensuring timely payment and remittance Request and complete various insurance notices and forms Create schedules of insurance and program schematics Assist with the coordination and collection of renewal data and preparation of insurance submissions Assist with special projects and client requests Perform such other duties as may be assigned by the company at its discretion from time to time What You’ll Bring
Strong written and verbal communication skills and organizational skills Close attention to detail Strong interpersonal skills to foster relationships with colleagues, insurance carrier underwriting and processing departments, and clients Ability to work independently and meet deadlines Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices Desire to work in a collaborative, team-oriented environment Credentials And Experience
Associate or Bachelor’s Degree is desirable Working knowledge of insurance terms and basic coverage 2+ years of insurance industry experience Strong skillset in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) Property & Casualty Broker’s License Compensation
The national average salary for this role is $90,000 - $130,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: 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, Cancer 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 We’re in the top 10 of property/casualty agencies according to Insurance Journal To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Other Industries: Insurance
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The Casualty Insurance Coordinator (Senior Risk Analyst) position supports brokers and senior brokers, primarily focusing on client relations/administration and service delivery for larger, loss-ratable/sensitive Casualty programs. It is a hybrid role, with three days per week in the office. Location:
San Francisco - Hybrid What You’ll Do
Coordinate and issue certificates of insurance and auto-identification cards Create, issue and track invoices, ensuring timely payment and remittance Request and complete various insurance notices and forms Create schedules of insurance and program schematics Assist with the coordination and collection of renewal data and preparation of insurance submissions Assist with special projects and client requests Perform such other duties as may be assigned by the company at its discretion from time to time What You’ll Bring
Strong written and verbal communication skills and organizational skills Close attention to detail Strong interpersonal skills to foster relationships with colleagues, insurance carrier underwriting and processing departments, and clients Ability to work independently and meet deadlines Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices Desire to work in a collaborative, team-oriented environment Credentials And Experience
Associate or Bachelor’s Degree is desirable Working knowledge of insurance terms and basic coverage 2+ years of insurance industry experience Strong skillset in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) Property & Casualty Broker’s License Compensation
The national average salary for this role is $90,000 - $130,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: 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, Cancer 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 We’re in the top 10 of property/casualty agencies according to Insurance Journal To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Other Industries: Insurance
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