Placement Coordinator

EPIC Insurance Brokers & Consultants; Carmel (IN); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness program

Job summary

EPIC Insurance Brokers & Consultants in Indiana is looking for a Placement Coordinator to provide administrative, technical, and operational support to the Placement team. The role involves preparing submission materials, maintaining agency systems, and ensuring accurate placement data for new and renewal business.

The position supports Placement Specialists and Managers, requires strong MS Office skills, and a high attention to detail in a fast-paced environment.

Qualifications

• Prior customer service and office administration required.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Commercial insurance or previous insurance operations experience preferred.
• Experience with Sagitta or ImageRight preferred.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills.
• High school diploma or equivalent; associate's or bachelor's degree preferred.
• 1-3 years of insurance, administrative, operations, customer service, or agency support experience preferred.
• Valid Indiana Property & Casualty license (or ability to obtain within 90 days).

Responsibilities

• Input and maintain accurate client, policy, and coverage information in Sagitta using established standards.
• Create and update Acord applications for new business opportunities.
• Prepare submission packages for carrier placement including applications, loss runs, underwriting information, and supporting documentation.
• Establish and maintain ImageRight files and supporting documentation.
• Assist with proposal preparation by creating templates, compiling carrier information, and formatting presentation materials.
• Create page marks, descriptions, and indexing within the agency imaging system.
• Support the placement team by gathering and organizing required underwriting information.
• Perform quality control reviews of data and documentation prior to marketing and binding.
• Monitor workflow activities and ensure placement-related tasks are completed within service standards.

Skills

MS Office

Attention to detail

Organization & time management

Multitasking

Verbal & written communication

Customer service

Insurance background

Indiana P&C license

Education

High school diploma or equivalent

Associate's or Bachelor's preferred

Tools

Sagitta

ImageRight

Job description

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 San Francisco and founded in 2007, our company has over 3,000 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 Placement Coordinator provides administrative, technical, and operational support to the Placement team. This role is responsible for preparing submission materials, maintaining agency systems, creating applications and proposal documentation, and ensuring the accuracy of placement-related data for new and renewal business. The Placement Coordinator supports Placement Specialists and Placement Managers in delivering efficient and accurate placement services.

LOCATION

Candidates may be based at any of Epic Insurance Brokers' Indiana offices. This position follows a hybrid work model, requiring in-office attendance three days per week

WHAT YOU’LL DO

New Business Support

• Input and maintain accurate client, policy, and coverage information in Sagitta using established standards and procedures.
• Create and update Acord applications for new business opportunities.
• Prepare submission packages for carrier placement including applications, loss runs, underwriting information, and supporting documentation.
• Establish and maintain ImageRight files and supporting documentation.
• Assist with proposal preparation by creating templates, compiling carrier information, and formatting presentation materials.
• Create page marks, descriptions, and indexing within the agency imaging system.
• Support the placement team by gathering and organizing required underwriting information.

Documentation & Data Management

• Maintain accurate and complete documentation within Sagitta, ImageRight, and other agency systems.
• Perform quality control reviews of data and documentation prior to marketing and binding.
• Monitor workflow activities and ensure placement-related tasks are completed within established service standards.
• Maintain organized electronic files and records in accordance with agency procedures.
• Assist with data cleanup projects and system maintenance initiatives.

Team Support & Collaboration

• Provide administrative and technical support to Placement Specialists and Placement Managers.
• Coordinate internal requests and assist with gathering information needed for marketing activities.
• Communicate professionally with internal stakeholders regarding outstanding requirements and workflow status.
• Participate in process improvement initiatives to enhance operational efficiency.
• Support special projects and departmental initiatives as assigned.

WHAT YOU’LL BRING

• Prior customer service and office administration required.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Commercial insurance or previous insurance operations or insurance industry experience preferred.
• Experience with Sagitta, ImageRight, or similar agency management systems preferred.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills.
• Demonstrated customer service orientation and collaborative approach.
• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• 1-3 years of insurance, administrative, operations, customer service, or agency support experience preferred.
• Valid Indiana Property & Casualty license (or ability to obtain within 90 days)

COMPENSATION

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at:https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.