Hybrid Junior Commercial Insurance Client Manager

Epic Insurance; Newport Beach (CA); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off

Bonuses

401(k) matching

Medical Insurance

Parental Leave

Job summary

EPIC Insurance Brokers & Consultants in Newport Beach, CA seeks a Commercial Insurance - Assistant Client Manager. This junior role supports the client management team, handling certificates, endorsements, and client communications in a fast-paced environment.

You will collaborate with Client Managers in the ESPI Programs Division, maintain documentation, and support sales with carrier systems and online tools. Hybrid in-office schedule with growth opportunities.

Qualifications

• High school diploma or GED or equivalent with related experience.
• Knowledge of multi-line Property & Casualty insurance products.
• Experience with agency management systems and rating procedures.
• Sagitta and/or PaperWise experience is a plus.

Responsibilities

• Service clients with Client Managers in ESPI Programs Division.
• Process certificates of insurance, endorsements, and loss runs.
• Educate clients on policy coverage and changes.
• Meet quality and timeliness standards in the Agency Management System.
• Assist in marketing and sales support as needed.

Skills

Attention to detail

Time management

Communication skills

Teamwork

Data entry

Education

High School Diploma or GED

College coursework or related experience

Tools

Sagitta

PaperWise

BHHC

ICW

SCIF

AMTrust

Job description

EPIC Insurance Brokers & Consultants in Newport Beach, CA seeks a Commercial Insurance - Assistant Client Manager. This junior role supports the client management team, handling certificates, endorsements, and client communications in a fast-paced environment.

You will collaborate with Client Managers in the ESPI Programs Division, maintain documentation, and support sales with carrier systems and online tools. Hybrid in-office schedule with growth opportunities.