Assistant Commercial Insurance Client Manager

Epic-Insurance-Brokers-; Newport Beach (CA); Hybrid; USD 43,000 - 61,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in Newport Beach, CA is seeking a Commercial Insurance - Assistant Client Manager. This junior role supports the client management team with essential administrative tasks in a fast-paced environment.

You will work hybrid in Newport Beach (in-office 3 days a week) and engage with Client Managers, carriers, and clients to process certificates, educate on coverage, and maintain accurate records. Prior P&C experience is preferred.

Qualifications

• High school diploma or GED; college or related experience preferred.
• Property & Casualty knowledge and familiarity with agency systems.
• Sagitta or PaperWise experience is a plus.
• Strong communication and organizational skills.
• Ability to juggle multiple tasks in a fast-paced environment.

Responsibilities

• Serve clients with Client Managers in ESPI Programs Division.
• Build trust with clients through proactive contact and issue resolution.
• Process Certificates of Insurance, endorsements, and loss runs.
• Educate clients on policy coverage and changes.
• Meet quality and timeliness standards in the Agency Management System.
• Assist in preparing quotes and supporting the sales process.

Skills

Attention to detail

Time management

Data entry

Communication

Problem solving

Relationship building

Teamwork

Independent work

Customer service

Education

High school diploma or GED

Tools

Sagitta

PaperWise

Microsoft Office

Job description

4675 MacArthur Court, Suite 750, Newport Beach, CA 92660

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. Experience with paperless procedures preferred.
• 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

• Valid Property & Casualty Insurance license, or ability to get one within 90 days of hire.

COMPENSATION:

Non-Exempt: The hourly pay range for this position is $30.77 – $43.59 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual 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:

EPIC has over 60 offices and 4,000 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, 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.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs