Assistant Account Manager- P&C

Edgewoodpartnersinsurancecenter; Indiana (PA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Generous PTO

401(k) matching

Comprehensive benefits

Hybrid work schedule

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Services Coordinator to support certificate issuance, renewals, endorsements, and policy maintenance for clients in Carmel or Terre Haute, IN. You will respond to inquiries, maintain documentation, and coordinate with Client Manager for renewals and endorsements.

Ideal candidates have 1+ years in insurance, strong communication, and proficiency with agency systems such as Sagitta, ImageRight, and CSR24.

Qualifications

• 1+ years of experience in the insurance carrier or brokerage industry preferred.
• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.

Responsibilities

• Respond to client inquiries promptly; maintain documentation in the agency management system.
• Issue certificates of insurance and auto ID cards within standard turnaround times.
• Manage certificate renewal process and ensure accurate issuance throughout policy term.
• Process notices of cancellation immediately; update systems and notify Client Manager.
• Maintain suspense items and follow up on outstanding tasks.
• Launch renewal workflow 150 days out and assist with proposal preparation.

Skills

Verbal communication

Written communication

Multitasking

Self-motivated

Detail-oriented

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Sagitta

ImageRight

CSR24

Microsoft Office

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 New York City and founded in 2007, our company has over 4,000 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!

LOCATION

Carmel, Indiana, or Terre Haute, Indiana- hybrid 3 days a week

WHAT YOU'LL DO:

• Respond to client inquiries promptly; maintain documentation in the agency management system.
• Issue certificates of insurance and auto ID cards within standard turnaround times.
• Manage certificate renewal process and ensure accurate issuance throughout policy term.
• Process notices of cancellation immediately upon receipt; update systems and notify Client Manager.
• Maintain suspense items and follow up on outstanding tasks.

Renewals:

• Launch renewal workflow 150 days out.
• Prepare renewal checklists; update tasks and maintain progress.
• Obtain loss runs and experience modification worksheets.
• Assist with proposal preparation and transition to Client Manager for review.
• Support remarketing and rewrite preparation activities, ensuring all required data and documents are gathered and organized.
• Confirm renewal deliverables (loss runs, certificate lists) meet quality expectations and are ready for next-step review.
• Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.

Endorsements:

• Request endorsements from carriers or process online when possible.
• Update exposure workbooks and Sagitta with changes.
• Send Auto ID cards and certificates as needed.
• Verify accuracy of endorsements upon receipt; invoice and transmit to client.

Policy Maintenance:

• Collect policies and perform first review; notify Client Manager for second review.
• File policies, endorsements, and correspondence in ImageRight.

General Responsibilities:

• Prepare materials for presentations and meetings, as requested.
• Coordinate and attend carrier marketing meetings as needed.
• Stay informed on internal policy and procedural changes, including changes in systems and technologies.

WHAT YOU'LL BRING:

• 1+ years of experience in the insurance carrier or brokerage industry preferred
• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and prior experience with any agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.
• Certificates, Licenses, Registrations
• Must obtain Property & Casualty license within 90 days

COMPENSATION:

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

• 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

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.

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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