Insurance Account Coordinator – Hybrid

EPIC Insurance Brokers & Consultants; Indianapolis (IN); Hybrid; USD 44,000 - 63,000; Full time

Benefits offered by this job

Generous PTO

22 PTO days starting out for hourly/ex

12 company-observed paid holidays

4 early-close days

Parental leave

Identity Theft Protection

Legal Planning

Family Planning

Pet Insurance

401(k) matching

Job summary

EPIC Insurance Brokers & Consultants in Carmel, Indiana, is seeking an insurance administrative professional to support client services and renewal operations in a hybrid environment. The role focuses on processing certificates, renewals, and policy maintenance with accuracy and timeliness.

You will collaborate with Client Managers, maintain agency records, and help prepare materials for meetings while ensuring every step aligns with compliance and service standards.

Qualifications

• 1+ years of experience in the insurance carrier or brokerage industry preferred
• Proficiency with Sagitta, ImageRight, CSR24
• Strong verbal and written communication skills
• 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 and update tasks
• Assist with renewal data gathering and transition to Client Manager for review
• Support remarketing and rewrite preparation activities; ensure required data and documents are gathered
• Prepare materials for presentations and meetings; coordinate carrier marketing meetings
• Stay informed on internal policy and procedural changes

Skills

Strong communication

Multitasking

Microsoft Office

Sagitta

ImageRight

CSR24

Detail oriented

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Sagitta

ImageRight

CSR24

Job description

EPIC Insurance Brokers & Consultants in Carmel, Indiana, is seeking an insurance administrative professional to support client services and renewal operations in a hybrid environment. The role focuses on processing certificates, renewals, and policy maintenance with accuracy and timeliness.

You will collaborate with Client Managers, maintain agency records, and help prepare materials for meetings while ensuring every step aligns with compliance and service standards.