EPIC Insurance Brokers & Consultants is seeking a Commercial Insurance Assistant to support client management processes, including renewals, endorsements, and client inquiries, in their Carmel or Terre Haute, IN locations. The ideal candidate will possess strong communication skills, be service-oriented, and have proficiency in Microsoft Office, with a willingness to obtain a Property & Casualty license
Job Summary
The Assistant Client Manager is an integral member of the client service team, responsible for supporting daily account management, renewals, endorsements, audits, certificates and client requests.
EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry and offers a comprehensive benefits package.
EPIC embraces diversity in all its various forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
Matching Summary
Match Score: 85
EPIC Insurance Brokers & Consultants is seeking a Commercial Insurance Assistant to support client management processes, including renewals, endorsements, and client inquiries, in their Carmel or Terre Haute, IN locations. The ideal candidate will possess strong communication skills, be service-oriented, and have proficiency in Microsoft Office, with a willingness to obtain a Property & Casualty license.
Skills & Requirements
Must-have
support daily account management
timely and accurate processing
exceptional client service
maintain agency management system
manage certificate renewal process
process notices of cancellation
prepare renewal checklists
request endorsements from carriers
collect policies and perform first review
stay informed on policy and procedural changes
Nice-to-have
growth-minded employees
owner mindset
inspire trust
think big
drive results
collaboration teamwork and inclusive work environment