Casualty Insurance Coordinator 1 California Street Floor 4, San Francisco, CA 94111

EPIC Insurance Brokers & Consultants; Mississippi; Hybrid; USD 90,000 - 130,000; Full time

Job summary

A leading insurance brokerage firm seeks a Casualty Insurance Coordinator to support brokers with client relations and service delivery. The role includes coordinating insurance certificates, managing invoices, and assisting with client projects. Candidates should have a degree, 2+ years of experience, and proficiency in Microsoft Office. Join a team valuing collaboration and growth in a hybrid work setting located in Mississippi.

Benefits

Generous Paid Time Off

401(k) matching

Employee recognition programs

Unique benefits like Pet Insurance

Qualifications

• 2+ years of insurance industry experience.
• Working knowledge of insurance terms and coverage.
• Property & Casualty Broker’s License preferred.

Responsibilities

• Coordinate issuance of certificates of insurance.
• Create and track invoices to ensure timely payment.
• Assist with insurance submissions and renewal data.

Skills

Strong written and verbal communication skills

Strong interpersonal skills

Ability to work independently

Ability to prioritize multiple projects

Desire to work in a collaborative environment

Education

Associate or Bachelor’s Degree

Tools

Microsoft Office Software

Job description

Overview

1 California Street Floor 4, San Francisco, CA 94111

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!

Job Overview

JOB OVERVIEW: The Casualty Insurance Coordinator (Senior Risk Analyst) position supports brokers and senior brokers, primarily focusing on client relations/administration and service delivery for larger, loss-ratable/sensitive Casualty programs. It is a hybrid role, with three days per week in the office.

What You’ll Do

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

• Coordinate and ability to issue certificates of insurance and auto-identification cards
• Create, issue and track invoices, ensuring timely payment and remittance
• Request and complete various insurance notices and forms
• Create schedules of insurance and program schematics
• Assist with the coordination and collection of renewal data and preparation of insurance submissions
• Assist with special projects and client requests
• Perform such other duties as may be assigned by the company at its discretion from time to time

What You’ll Bring

• Strong written and verbal communication skills and organizational skills
• Strong interpersonal skills to foster relationships with colleagues, insurance carrier underwriting and processing departments, and clients
• Ability to work independently and meet deadlines
• Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
• Desire to work in a collaborative, team-oriented environment

Credentials and Experience

• Associate or Bachelor’s Degree is desirable
• Working knowledge of insurance terms and basic coverage
• 2+ years of insurance industry experience
• Strong skillset in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
• Property & Casualty Broker’s License

Compensation

The national average salary for this role is $90,000 - $130,000 in base pay and exclusive of any bonuses or benefits. 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 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
• 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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For inquiries, please contact our recruitment team.

Equal Employment Opportunity

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We do not discriminate on the basis of any protected status. We comply with applicable law and maintain an inclusive workplace.