Junior Client Manager, Commercial Insurance

EPIC Insurance Brokers & Consultants; Newport Beach (CA); Hybrid; USD 43,000 - 61,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Referral bonus

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness & EAP

Job summary

EPIC Insurance Brokers & Consultants in Newport Beach, CA, is seeking a Commercial Insurance - Assistant Client Manager. This junior role provides essential admin support to the Client Managers in the ESPI Programs Division, handling certificates, endorsements, and client inquiries.

Candidates must have 2+ years of P&C insurance experience, strong attention to detail, and solid communication. The position is hybrid, requiring in-office work 3 days per week and collaboration with client teams to

Qualifications

• Requires 2+ years of insurance industry (P&C) experience.
• Strong attention to detail, time management and data entry skills.
• Professional communication and relationship-building with internal/external customers.

Responsibilities

• Service clients with Client Managers in the ESPI Programs Division.
• Promptly respond to client questions and resolve issues; build client trust.
• Process Certificates of Insurance, endorsements, and loss runs accurately.

Skills

Attention to detail

Time management

Data entry

Communication

Relationship-building

Education

High school diploma or GED

College coursework or related experience

Tools

Sagitta

PaperWise

MS Office

Job description

EPIC Insurance Brokers & Consultants in Newport Beach, CA, is seeking a Commercial Insurance - Assistant Client Manager. This junior role provides essential admin support to the Client Managers in the ESPI Programs Division, handling certificates, endorsements, and client inquiries.

Candidates must have 2+ years of P&C insurance experience, strong attention to detail, and solid communication. The position is hybrid, requiring in-office work 3 days per week and collaboration with client teams to