Assistant Commercial Insurance Client Manager

LOCATION: HYBRID in Chicao, IL - Role must work in-office 3 days a week

WHAT WE’RE LOOKING FOR:

REQUIRED: Candidates with at least 2+ years of insurance industry (specifically property & casualty) experience.
Individuals with strong attention to detail, time management, and data entry skills - this role is highly focused on executing tasks to support the client management team.
Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients.
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
• Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner;
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
• Other duties may be assigned.
Marketing

Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
• Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust
• Provide technical support in the sales process as needed
• Other duties may be assigned.
Personal and Organizational Responsibilities

Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
• Maintain documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
• Other duties may be assigned.

WHAT YOU’LL BRING:

EDUCATION and/or EXPERIENCE:

• High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience.

• Knowledge of multi-line Property & Casualty insurance products and services.

• Experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

• Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred.

• Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.

• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

• Valid Property & Casualty Insurance license, or ability to get one within 90 days of hire.

COMPENSATION:

Non-Exempt: The hourly pay range for this position is $30.77 – $43.59 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
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”