EPIC Brokers
Assistant Client Manager - P&C Insurance14881 Quorum Drive Suite 850, Dallas, T
EPIC Brokers, Dallas, Texas, United States, 75201
Assistant Client Manager - P&C Insurance
The Assistant Client Manager role is an integral and critical member of our client service team responsible for providing exceptional service and delivering excellent business support to the client service teams. The Assistant Client Manager proactively acquires, assembles, and follows-up on information critical to providing exceptional client service and advocacy for clients and prospects. This role requires a hybrid work schedule out of our Dallas, Texas office, 3 days a week in office. One year plus of insurance experience is preferred. Microsoft Suite experience is a plus. Microsoft Teams experience is a plus. Strong verbal and written communication skills. Interpersonal skills
enjoy working with people. Service oriented. Willingness to learn and take direction from others. Self-motivated. Essential duties and responsibilities: Services assigned book of business and willingly supports new business engagements alongside client service team. Service clients' daily account needs. Develop productive business relationships with clients. Communicates with clients, responding to inquiries, maintaining documentation of communications in agency management system. Meet all quality and timeliness standards in the agency management system while properly documenting all activity. Performs other duties or responsibilities as assigned by the company at its discretion. Overall duties include: check mailbox daily, obtain loss runs and compile loss summaries and schedules, as needed; begin basic proposal and transition the proposal to the other members of the client service team; create certificates of insurance and automobile identification cards; manage the certificate renewal process and ensure accurate issuance throughout policy term; ensure policies are received timely and complete appropriate policy checking and delivery procedures; processes audits and creates required audit analysis; prepares materials for presentations and meetings; maintain open items with internal and external client service team as needed; creates policy summaries and/or schedules of insurance; review contracts for insurance requirements applicable to issuance of certificates of insurance; request and complete various insurance notices and forms; assist with special projects, renewals, and client requests; performs other duties or responsibilities as assigned by the company at its discretion. Service: Process all policies, endorsements, incoming mail, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner; responsible for monthly expirations; new business; set up checklist for client
notify assigned CM when ready; follow tasks assigned to ACM in checklist; maintain updates in checklist; order loss runs as needed using loss run tracker; order modifier from NCCI with permission from client & CE/CM; certificates & auto ID cards; suspense via tasks in imageright for receipt of policies; collect policies & perform 1st review upon receipt; notify CM when 1st review is complete; renewals; this starts the renewal process on every client; run monthly expiration list for 150 days out and distribute to team; 120 days out: put renewing policies in remarkat status in sagitta; unless: if policy is automatic/direct bill renewal; if policy is first renewal after BOR
use rewrite status; order loss runs (once notified by CM that loss run tracker is updated)
save in S drive and imageright upon receipt; order E-mod worksheet from current carrier, or NCCI if current carrier wont provide
notify CE/CM immediately if an increase from expiring; update prior year loss run summary; certificates & auto ID cards; set up renewal checklist for each client
notify assigned CM when ready; follow tasks assigned to ACM in renewal checklist; maintain updates in renewal checklist; suspense via tasks in imageright for receipt of policies and final audits (if applicable); collect policies & perform 1st review upon receipt; notify CM when 1st review is complete; endorsements; request endorsements from underwriter, or online when possible, or finish below items when copied on change request to carrier by CM; when large AP is suspected, work with CM or CE to advise client or gain clarity around the request; update exposure workbooks with changes as they are requested; suspense task in imageright for receipt of endorsement; update Sagitta information
i.e. add vehicle, change address, etc.; send auto ID card and/or certificate (when applicable) immediately; follow up on endorsement receipt with carrier if not received prior to suspense date; when received: check for accuracy against request, invoice, transmit to client with full description (CM help as needed); close suspense & file in imageright; if provided with carrier invoice, send to ap_premium@epicbrokers.com; send simple requests to ACM to process including updating workbook; auto changes; equipment changes; loss payees; file client request and request to carrier in imageright and follow associated task outline in system, setting any necessary follow ups to ACM; when copied on change request to carrier by CM: update Sagitta and exposure workbooks as necessary; file correspondence in imageright and follow associated task outline in system; follow up on endorsement receipt with carrier if not received prior to suspense date; send auto ID card and/or certificate (when applicable) immediately; when received: check for accuracy against request, invoice, transmit to client. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and bring it every day, EPIC is always looking for people who have the right stuff
people who know what they want and arent afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: owner mindset, inspire trust, think big, and drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! 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 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" EPIC embraces diversity in all its various formswhether 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.
The Assistant Client Manager role is an integral and critical member of our client service team responsible for providing exceptional service and delivering excellent business support to the client service teams. The Assistant Client Manager proactively acquires, assembles, and follows-up on information critical to providing exceptional client service and advocacy for clients and prospects. This role requires a hybrid work schedule out of our Dallas, Texas office, 3 days a week in office. One year plus of insurance experience is preferred. Microsoft Suite experience is a plus. Microsoft Teams experience is a plus. Strong verbal and written communication skills. Interpersonal skills
enjoy working with people. Service oriented. Willingness to learn and take direction from others. Self-motivated. Essential duties and responsibilities: Services assigned book of business and willingly supports new business engagements alongside client service team. Service clients' daily account needs. Develop productive business relationships with clients. Communicates with clients, responding to inquiries, maintaining documentation of communications in agency management system. Meet all quality and timeliness standards in the agency management system while properly documenting all activity. Performs other duties or responsibilities as assigned by the company at its discretion. Overall duties include: check mailbox daily, obtain loss runs and compile loss summaries and schedules, as needed; begin basic proposal and transition the proposal to the other members of the client service team; create certificates of insurance and automobile identification cards; manage the certificate renewal process and ensure accurate issuance throughout policy term; ensure policies are received timely and complete appropriate policy checking and delivery procedures; processes audits and creates required audit analysis; prepares materials for presentations and meetings; maintain open items with internal and external client service team as needed; creates policy summaries and/or schedules of insurance; review contracts for insurance requirements applicable to issuance of certificates of insurance; request and complete various insurance notices and forms; assist with special projects, renewals, and client requests; performs other duties or responsibilities as assigned by the company at its discretion. Service: Process all policies, endorsements, incoming mail, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner; responsible for monthly expirations; new business; set up checklist for client
notify assigned CM when ready; follow tasks assigned to ACM in checklist; maintain updates in checklist; order loss runs as needed using loss run tracker; order modifier from NCCI with permission from client & CE/CM; certificates & auto ID cards; suspense via tasks in imageright for receipt of policies; collect policies & perform 1st review upon receipt; notify CM when 1st review is complete; renewals; this starts the renewal process on every client; run monthly expiration list for 150 days out and distribute to team; 120 days out: put renewing policies in remarkat status in sagitta; unless: if policy is automatic/direct bill renewal; if policy is first renewal after BOR
use rewrite status; order loss runs (once notified by CM that loss run tracker is updated)
save in S drive and imageright upon receipt; order E-mod worksheet from current carrier, or NCCI if current carrier wont provide
notify CE/CM immediately if an increase from expiring; update prior year loss run summary; certificates & auto ID cards; set up renewal checklist for each client
notify assigned CM when ready; follow tasks assigned to ACM in renewal checklist; maintain updates in renewal checklist; suspense via tasks in imageright for receipt of policies and final audits (if applicable); collect policies & perform 1st review upon receipt; notify CM when 1st review is complete; endorsements; request endorsements from underwriter, or online when possible, or finish below items when copied on change request to carrier by CM; when large AP is suspected, work with CM or CE to advise client or gain clarity around the request; update exposure workbooks with changes as they are requested; suspense task in imageright for receipt of endorsement; update Sagitta information
i.e. add vehicle, change address, etc.; send auto ID card and/or certificate (when applicable) immediately; follow up on endorsement receipt with carrier if not received prior to suspense date; when received: check for accuracy against request, invoice, transmit to client with full description (CM help as needed); close suspense & file in imageright; if provided with carrier invoice, send to ap_premium@epicbrokers.com; send simple requests to ACM to process including updating workbook; auto changes; equipment changes; loss payees; file client request and request to carrier in imageright and follow associated task outline in system, setting any necessary follow ups to ACM; when copied on change request to carrier by CM: update Sagitta and exposure workbooks as necessary; file correspondence in imageright and follow associated task outline in system; follow up on endorsement receipt with carrier if not received prior to suspense date; send auto ID card and/or certificate (when applicable) immediately; when received: check for accuracy against request, invoice, transmit to client. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and bring it every day, EPIC is always looking for people who have the right stuff
people who know what they want and arent afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: owner mindset, inspire trust, think big, and drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! 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 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" EPIC embraces diversity in all its various formswhether 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.