Hybrid Insurance Client Operations Specialist

EPIC Brokers; Carmel, Terre Haute (IN, IN); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Generous Paid Time off

PTO for salaried employees with 22 PTO

12 company-observed holidays

Parental leave and other leave options

Employee referral bonus $1,500

Medical, dental, vision insurance

401(k) matching

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking an insurance administrative professional in Carmel, IN, with hybrid work options (3 days on-site). You will handle client inquiries, issue certificates of insurance and auto ID cards, and manage renewal processes in collaboration with Client Managers.

The role requires 1+ years in insurance, strong communication, multitasking, and proficiency with MS Office and agency systems (Sagitta, ImageRight, CSR24).

Qualifications

• 1+ years of experience in the insurance carrier or brokerage industry preferred
• Strong verbal and written communication skills
• Service-oriented with excellent interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office and prior experience with agency systems (Sagitta, ImageRight, CSR24)
• Self-motivated, detail-oriented, and able to work independently
• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred
• Certificates, Licenses, Registrations
• Must obtain Property & Casualty license within 90 days

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 immediately upon receipt; update systems and notify Client Manager
• Maintain suspense items and follow up on outstanding tasks
• Launch renewal workflow 150 days out
• Prepare renewal checklists; update tasks and maintain progress
• Obtain loss runs and experience modification worksheets
• Assist with proposal preparation and transition to Client Manager for review
• Support remarketing and rewrite preparation activities, ensuring all required data and documents are gathered and organized
• Confirm renewal deliverables meet quality expectations and are ready for next-step review
• Manage certificates of insurance, auto ID cards, and posting notices renewal process with clients
• Request endorsements from carriers or process online when possible
• Update exposure workbooks and Sagitta with changes
• Send Auto ID cards and certificates as needed
• Verify accuracy of endorsements upon receipt; invoice and transmit to client

Skills

Strong communication

MS Office

Multitasking

Independent work

Detail oriented

Self-motivated

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Sagitta

ImageRight

CSR24

Job description

EPIC Insurance Brokers & Consultants is seeking an insurance administrative professional in Carmel, IN, with hybrid work options (3 days on-site). You will handle client inquiries, issue certificates of insurance and auto ID cards, and manage renewal processes in collaboration with Client Managers.

The role requires 1+ years in insurance, strong communication, multitasking, and proficiency with MS Office and agency systems (Sagitta, ImageRight, CSR24).