Insurance Client Services Coordinator — Hybrid

edgewoodpartnersinsurancecenter; Rancho Cordova (CA); Hybrid; USD 40,000 - 55,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in Rancho Cordova is seeking an Insurance Client Service Coordinator (CSC), an entry-level role designed to introduce you to the insurance industry. This position provides day-to-day support to the Property & Casualty team and clients, handling online service platforms and serving as an internal accountability partner for EPIC's value-added services.

You'll support renewal processes, client communications, data assimilation from multiple departments, and

Qualifications

• Curiosity and eagerness to learn about the insurance industry.
• Growth mindset and willingness to take on new tasks.
• Strong written and verbal communication abilities.
• High attention to detail and accuracy in work.
• Ability to multi-task and manage projects effectively.

Responsibilities

• Respond to internal/external inquiries via online services within established guidelines and provide excellent customer service.
• Assist with renewal/onboarding of accounts with input from Production and Marketing.
• Communicate assigned responsibilities and timelines to team members for client services plans.
• Consolidate data from multiple departments into cohesive deliverables.
• Participate in external marketing campaigns as requested.
• Assist in day-to-day service needs of assigned accounts and support various projects as needed.

Skills

Curiosity

Growth mindset

Communication skills

Attention to detail

Multi-tasking

Team player

Job description

EPIC Insurance Brokers & Consultants in Rancho Cordova is seeking an Insurance Client Service Coordinator (CSC), an entry-level role designed to introduce you to the insurance industry. This position provides day-to-day support to the Property & Casualty team and clients, handling online service platforms and serving as an internal accountability partner for EPIC's value-added services.

You'll support renewal processes, client communications, data assimilation from multiple departments, and