Assistant Account Manager(P&C)

EPIC Brokers; Duluth (MN); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a dynamic and fast-paced team at an industry-leading firm where your contributions will truly make a difference. This role offers a unique opportunity to develop your skills in insurance operations while working alongside dedicated professionals committed to excellence. You will engage in various activities, from training sessions to hands-on tasks that enhance your understanding of the insurance landscape. With a strong emphasis on personal and professional growth, this position is perfect for those eager to learn and thrive in a collaborative environment. If you are passionate about service and eager to grow your career, this is the place for you!

Benefits

Generous Paid Time Off

Paid Parental Leave

Employee Referral Bonus

Employee Recognition Programs

Pet Insurance

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Wellness Programs

Qualifications

• Enthusiasm for learning and working with people is essential.
• Must have strong interpersonal skills and be service-oriented.

Responsibilities

• Process applications, policies, and other client account items accurately.
• Maintain effective relations with clients and co-workers.

Skills

Interpersonal Skills

Service Orientation

Communication Skills

Time Management

Problem Solving

Education

College Degree

2-4 years of insurance industry experience

Tools

Microsoft Office Suite

Job description

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 aren’t 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!

WHAT YOU’LL DO:

You will find EPIC to be a fast‐paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:

• Enthusiasm and zest for your learning experience
• Interpersonal Skills – enjoy working with people
• Service Oriented
• Willingness to learn and take direction from others

You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant’s knowledge of insurance, finance, sales and marketing.

• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Mailbox Daily
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Obtain Loss Runs
• Policy Checklists
• Obtain Premium Finance Quotes
• Paperless Filing
• Create Loss Summary Tracking
• Prepare Acord Applications

Service

• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner
• Responsible for timely, accurate invoicing and monthly expirations
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties may be assigned

Personal & Organizational Responsibilities

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co‐workers, carriers, wholesalers, vendors, and other business contacts
• Maintain up‐to‐date proposals, insurance summaries, workflow logs, manuals or other 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 Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Other duties may be assigned

LANGUAGE SKILLS

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to draft reports and business correspondence.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to apply concepts of basic algebra.

REASONING ABILITY

• Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

WHAT YOU’LL BRING:

• College Degree or equal to experience (2-4 years of insurance industry experience)
• Current/Active Georgia Property & Casualty license
• Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
• Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• This position continually requires teamwork, demonstrated poise, tact, and diplomacy.

COMPENSATION:

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
• 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 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.

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