Hybrid Commercial Lines Assistant — Client Manager

Edgewoodpartnersinsurancecenter; Indiana (PA); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Paid time off

Employee assistance program

Pet insurance

Job summary

EPIC Insurance Brokers & Consultants is hiring for an insurance administrative role in Carmel, IN or Terre Haute, IN with a hybrid schedule (3 days on-site). The role supports client inquiries, certificate issuance, renewals, endorsements, and policy maintenance.

Ideal candidates have 1+ year in insurance, strong communication, and proficiency with agency systems (Sagitta, ImageRight, CSR24). A P&C license within 90 days is required; high school diploma is required, bachelor’s degree preferred.

Qualifications

• 1+ years of experience in the insurance carrier or brokerage industry preferred

Responsibilities

• Respond to client inquiries promptly; maintain documentation in the agency management system.
• Issue certificates of insurance and auto ID cards within standard turnaround times.
• Manage certificate renewal process and ensure accurate issuance throughout policy term.
• Process notices of cancellation; update systems and notify Client Manager.
• Maintain suspense items and follow up on outstanding tasks.

Skills

Strong communication

MS Office proficiency

Agency systems experience

Multi-tasking

Independent worker

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Sagitta

ImageRight

CSR24

Job description

EPIC Insurance Brokers & Consultants is hiring for an insurance administrative role in Carmel, IN or Terre Haute, IN with a hybrid schedule (3 days on-site). The role supports client inquiries, certificate issuance, renewals, endorsements, and policy maintenance.

Ideal candidates have 1+ year in insurance, strong communication, and proficiency with agency systems (Sagitta, ImageRight, CSR24). A P&C license within 90 days is required; high school diploma is required, bachelor’s degree preferred.