Insurance Client Service Coordinator

Epic-Insurance-Brokers-; Rancho Cordova (CA); Hybrid; USD 42,000 - 60,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in Rancho Cordova, CA is seeking a motivated individual to join our ESPI Programs Division in a hybrid role. You will support client inquiries, assist with onboarding and renewals, and help enhance our insured portfolios through teamwork and proactive service.

Ideal candidates demonstrate curiosity, eagerness to learn, strong written and verbal communication, attention to detail, and the ability to adapt to changing priorities while delivering reliable

Qualifications

• Curiosity and an eagerness to learn; insurance experience not required.
• Growth mindset with opportunities to learn insurance career paths.
• Strong written and verbal communication skills.
• High attention to detail and ability to learn software quickly.
• Ability to adapt to changing priorities, deadlines and multi-task.
• Positive, outgoing disposition and ability to work in a team or independently.

Responsibilities

• As directed, ensures internal/external inquiries are responded to and resolved within guidelines with excellent customer service.
• Upon renewal/onboarding of an account, support the process and coordinate with team.

Skills

Curiosity

Eagerness to learn

Communication skills

Attention to detail

Adaptability

Team player

Job description

10877 White Rock Road Suite 300, Rancho Cordova, CA 95670

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and bring it every day, EPIC is always looking for people who have the right stuff - people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to large, complex accounts and mostly consists of clients who are in the auto dealership or golf industries.

LOCATION:

HYBRID - 3 days a week in-office in Rancho Cordova, CA

WHAT WE’RE LOOKING FOR:

• Curiosity and an eagerness to learn! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter & enjoy variety in their work.
• Eagerness to grow! While there is a lot to teach and learn in this role, it also provides a great opportunity for employees to learn what their insurance career opportunities are, and grow into those career paths in time.
• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO:

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• As directed, ensures that internal/external inquiries to the online services are responded to and resolved within established guidelines while providing excellent customer service;
• Upon renewal/onboarding of an account