Junior Insurance Client Manager – ESPI Programs (Hybrid)

Edgewoodpartnersinsurancecenter; Newport Beach (CA); Hybrid; USD 42,388 - 52,982; Full time

Benefits offered by this job

Bonuses

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants, based in Newport Beach, CA, is seeking an Assistant Client Manager for its ESPI Programs Division. The role offers hybrid work with in-office expectations and focuses on client servicing, certificates processing, and policy coverage education.

The position requires 2+ years in P&C insurance, strong attention to detail, and excellent communication. Strong teamwork skills and the ability to work independently are valued.

Qualifications

• 2+ years of insurance industry experience (property & casualty).
• Attention to detail, time management, and data entry skills."
• Strong communication, problem-solving, and relationship-building abilities.
• Team-oriented yet able to work independently.

Responsibilities

• Service clients with Client Managers in the ESPI Programs Division.
• Process certificates, endorsements, loss runs, and related servicing items.
• Educate clients about policy coverage and changes; assist with coverage changes.
• Meet quality and timeliness standards in the Agency Management System; document activity.
• Other duties may be assigned.

Skills

Attention to detail

Time management

Data entry

Communication

Problem solving

Relationship-building

Teamwork

Education

High school diploma or GED

Tools

Sagitta

PaperWise

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants, based in Newport Beach, CA, is seeking an Assistant Client Manager for its ESPI Programs Division. The role offers hybrid work with in-office expectations and focuses on client servicing, certificates processing, and policy coverage education.

The position requires 2+ years in P&C insurance, strong attention to detail, and excellent communication. Strong teamwork skills and the ability to work independently are valued.