Insurance Placement & Data Coordinator

EPIC Insurance Brokers & Consultants; Indiana (PA); Hybrid; USD 42,000 - 62,000; Full time

Job summary

EPIC Insurance Brokers & Consultants is seeking a Placement Coordinator in Indiana with a hybrid work model (in-office 2 days/week). You will input client and policy data in Sagitta, prepare Acord submissions, and support the placement team by gathering underwriting information and organizing documents.

Ideal candidates have 1–3 years in insurance or office support, strong MS Office skills, and excellent attention to detail.

Qualifications

• Prior customer service and office administration required.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Insurance industry experience preferred; Sagitta/ImageRight experience a plus.
• Strong attention to detail and data accuracy.

Responsibilities

• Input and maintain client, policy, and coverage data in Sagitta.
• Create Acord applications and prepare submission packets for carriers.
• Assist with proposal templates and organize documentation.
• Support placement team and coordinate internal requests.

Skills

Customer service

Office administration

Microsoft Office

Attention to detail

Time management

Communication skills

Education

High school diploma or equivalent; associate's or bachelor's degree preferred

Tools

Sagitta

ImageRight

Agency management systems

Job description

EPIC Insurance Brokers & Consultants is seeking a Placement Coordinator in Indiana with a hybrid work model (in-office 2 days/week). You will input client and policy data in Sagitta, prepare Acord submissions, and support the placement team by gathering underwriting information and organizing documents.

Ideal candidates have 1–3 years in insurance or office support, strong MS Office skills, and excellent attention to detail.