Assistant Commercial Insurance Client Manager

Epic Insurance Brokers and Consultants; Chicago (IL); Hybrid; USD 42,000 - 64,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in Newport Beach, CA seeks a Commercial Insurance - Assistant Client Manager for the ESPI Programs Division. This junior role provides essential administrative support to Client Managers in a fast-paced environment.

The ideal candidate will have 2+ years of property & casualty experience, strong attention to detail, and professional communication skills to service clients and assist in the sales process.

Qualifications

• 2+ years of property & casualty insurance experience.
• Strong attention to detail and data entry accuracy.
• Professional communication and relationship-building skills.
• Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Service clients with Client Managers in ESPI Programs Division.
• Respond promptly to client questions and resolve issues to maintain trust.
• Process certificates of insurance, endorsements, and loss runs accurately.
• Educate clients about policy coverage changes and needs.
• Meet quality and timeliness standards in agency systems.
• Marketing support: assist with applications and quotes.
• Maintain organized documentation and client records.
• Collaborate with carriers, wholesalers, and vendors.

Skills

Attention to detail

Time management

Data entry

Communication skills

Problem solving

Relationship-building

Team player

Independence

Education

High school diploma / GED

Tools

Sagitta

PaperWise

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!

JOB OVERVIEW

The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to large, complex accounts and mostly consists of clients who are in the auto dealership or golf industries.

The Commercial Insurance - Assistant Client Manager is a junior-level role but takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers.

LOCATION: HYBRID in Newport Beach, CA - Role must work in-office 3 days a week

WHAT WE'RE LOOKING FOR

• REQUIRED: Candidates with at least 2+ years of insurance industry (specifically property & casualty) experience.
• Individuals with strong attention to detail, time management, and data entry skills - this role is highly focused on executing tasks to support the client management team.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU'LL DO

A detailed list of job duties includes (but is not limited to):

• Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients.
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
• Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner;
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
• Other duties may be assigned.

Marketing

Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;

• Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust
• Provide technical support in the sales process as needed
• Other duties may be assigned.

Personal and 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 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.

WHAT YOU'LL BRING

EDUCATION and/or EXPERIENCE

• High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience.
• Knowledge of multi-line Property & Casualty insurance products and services.
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Sagitta Agency Management System and/or PaperWise software experience a plus. Ex