Insurance Client Service Coordinator

EPIC Brokers; Rancho Cordova (CA); Hybrid; USD 42,000 - 64,000; Full time

Job summary

EPIC Insurance Brokers & Consultants is seeking a motivated candidate for the ESPI Programs Division in Rancho Cordova, CA. This hybrid role focuses on program management, risk assessment, and customized coverage for mid-to-large clients in auto dealership or golf industries.

Hybrid work is three days in-office in Rancho Cordova. The team values curiosity, strong communication, attention to detail, and the ability to learn quickly in a dynamic environment.

Qualifications

• Insurance industry experience is nice to have but not required.
• Strong written and verbal communication skills.
• High attention to detail and accuracy.
• Ability to learn software systems quickly and adapt to priority changes.

Responsibilities

• Respond to internal/external inquiries to online services and resolve them with excellent customer service.
• Assist with renewal and onboarding of accounts to ensure smooth transitions.

Skills

Curiosity

Communication skills

Attention to detail

Multi-tasking / project management

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