Assistant Insurance Client Manager

Edgewoodpartnersinsurancecenter; Newport Beach (CA); Hybrid; USD 42,388 - 52,982; Full time

Benefits offered by this job

Bonuses

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants, based in Newport Beach, CA, is seeking an Assistant Client Manager for its ESPI Programs Division. The role offers hybrid work with in-office expectations and focuses on client servicing, certificates processing, and policy coverage education.

The position requires 2+ years in P&C insurance, strong attention to detail, and excellent communication. Strong teamwork skills and the ability to work independently are valued.

Qualifications

• 2+ years of insurance industry experience (property & casualty).
• Attention to detail, time management, and data entry skills."
• Strong communication, problem-solving, and relationship-building abilities.
• Team-oriented yet able to work independently.

Responsibilities

• Service clients with Client Managers in the ESPI Programs Division.
• Process certificates, endorsements, loss runs, and related servicing items.
• Educate clients about policy coverage and changes; assist with coverage changes.
• Meet quality and timeliness standards in the Agency Management System; document activity.
• Other duties may be assigned.

Skills

Attention to detail

Time management

Data entry

Communication

Problem solving

Relationship-building

Teamwork

Education

High school diploma or GED

Tools

Sagitta

PaperWise

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!

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.

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.
• 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 - $38.46 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
• 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.

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.