Assistant Client Manager- P&c Accounts

EPIC Insurance Brokers & Consultants

San Francisco, CA, United States
On-site
Process certificates of insurance
Manage policy change requests
Prepare binders and invoices
The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems

Job Summary

  • The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.
  • This role is ideal for someone who is service-oriented, eager to learn, and enjoys working with people in a dynamic team environment.
  • EPIC Insurance Brokers & Consultants is a fast-paced, collaborative environment where you can grow your career while making a meaningful impact.

Matching Summary

The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.

Skills & Requirements

Must-have

  • Process certificates of insurance
  • Manage policy change requests
  • Prepare binders and invoices
  • Maintain paperless filing standards
  • Update client and policy information

Nice-to-have

  • Service-oriented and eager to learn
  • Dynamic team environment
  • Growth-minded employees
  • Owner mindset, Inspire trust, Think big, Drive results

Key Requirements

  • Hybrid work schedule
  • In-office two days a week

Work Rights

Not specified

Tailored Resume

Cover Letter