Commercial Insurance Client Manager — Growth & Service

Epic-Insurance-Brokers-; Reno (NV); Hybrid; USD 28,000 - 39,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Employee referral bonus

401(k) matching

Health insurance

Job summary

EPIC Insurance Brokers & Consultants is hiring for a Hybrid in-office role in Reno, NV. The ESPI Programs Division services mid-to-large accounts with a focus on auto dealerships and golf-related clients.

The job emphasizes accuracy, client service, and strong relationships within a fast-paced environment. Ideal candidates have 2+ years in property & casualty insurance, knowledge of agency management systems, Sagitta/PaperWise experience, and proficiency in Microsoft Office.

Qualifications

• 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.

Responsibilities

• 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.
• 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 BHHC, ICW, SCIF, AMTrust
• Provide technical support in the sales process as needed
• Other duties may be assigned.
• 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.

Skills

Insurance experience

Attention to detail

Communication skills

Teamwork

Education

High school/GED

Tools

Sagitta

PaperWise

Job description

EPIC Insurance Brokers & Consultants is hiring for a Hybrid in-office role in Reno, NV. The ESPI Programs Division services mid-to-large accounts with a focus on auto dealerships and golf-related clients.

The job emphasizes accuracy, client service, and strong relationships within a fast-paced environment. Ideal candidates have 2+ years in property & casualty insurance, knowledge of agency management systems, Sagitta/PaperWise experience, and proficiency in Microsoft Office.