EPIC Brokers
2720 3rd Avenue South Suite 100, Birmingham, AL 35233
Overview The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available.
As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment. A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile.
Location:
This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office.
Position Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Agent’s Insurance license
Comprehensive knowledge of insurance industry standards, policies and procedures
4-5 years experience specific to job duties
Written and verbal communication skills
Public speaking skills
Coaching and mentoring skills
Intermediate level of proficiency with Microsoft Office
Planning, prioritization and organizational skills
Strong time management skills including ability to manage multiple priorities
Goal oriented with the ability to meet deadlines
Ability to manage work from several sources
Ability to delegate work
SensE of urgency in meeting client and producer expectations
Attend mandatory internal training classes
Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU
Essential Duties and Responsibilities
Act as client advocate at all times
Maintain positive relationship and excellent communication with client and co-workers
Serve as primary contact for client and respond to client’s needs
Assure the accurate and efficient delivery of client services
Actively manage client expectations
Mentor, Coach and train co-workers
Allocate and delegate work as necessary
Maintain account information and document communication in agency management system
Oversee File set-up
Prepare folders/binders for specifications, proposal or policies
Actively manage open activities
Request renewal information from client
Send applications to client for completion
Select markets in conjunction with producer(s) and Team Lead
Update loss information and prepare summary for renewals
Prepare applications and specifications for marketing assigned accounts
Create submission letters to accompany specifications
Analyze policy contracts for proposal
Negotiate pricing and coverage
Prepare and present proposal and summaries
Prepare premium summary and comparison on renewals
Correspond with Boards, Bureaus and other regulatory bodies (i.e. SPCB, DPR, DMV, PUC, WCIRB etc.)
Oversee issuance of binders, invoices and renewal documents
Calculate premium breakdown for clients and provide spreadsheet as requested
Review insurance policies to ensure coverage is as ordered
Answer client questions and help solve coverage related problems
Responsible for marketing of new and renewal business on behalf of prospects and clients
Assist in the solicitation of new business
Perform contract/lease review
Other duties as assigned
Supervisory Responsibilities
Provide indirect leadership to Assistant Client Managers
The national average salary for this role is $75,000 to $95,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Come join our team!
Why EPIC EPIC has over 60 offices and 3,000 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 and benefits
401(k) matching, medical, dental, vision, and wellness programs
Employee recognition programs and growth opportunities
EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
#J-18808-Ljbffr
Overview The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available.
As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment. A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile.
Location:
This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office.
Position Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Agent’s Insurance license
Comprehensive knowledge of insurance industry standards, policies and procedures
4-5 years experience specific to job duties
Written and verbal communication skills
Public speaking skills
Coaching and mentoring skills
Intermediate level of proficiency with Microsoft Office
Planning, prioritization and organizational skills
Strong time management skills including ability to manage multiple priorities
Goal oriented with the ability to meet deadlines
Ability to manage work from several sources
Ability to delegate work
SensE of urgency in meeting client and producer expectations
Attend mandatory internal training classes
Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU
Essential Duties and Responsibilities
Act as client advocate at all times
Maintain positive relationship and excellent communication with client and co-workers
Serve as primary contact for client and respond to client’s needs
Assure the accurate and efficient delivery of client services
Actively manage client expectations
Mentor, Coach and train co-workers
Allocate and delegate work as necessary
Maintain account information and document communication in agency management system
Oversee File set-up
Prepare folders/binders for specifications, proposal or policies
Actively manage open activities
Request renewal information from client
Send applications to client for completion
Select markets in conjunction with producer(s) and Team Lead
Update loss information and prepare summary for renewals
Prepare applications and specifications for marketing assigned accounts
Create submission letters to accompany specifications
Analyze policy contracts for proposal
Negotiate pricing and coverage
Prepare and present proposal and summaries
Prepare premium summary and comparison on renewals
Correspond with Boards, Bureaus and other regulatory bodies (i.e. SPCB, DPR, DMV, PUC, WCIRB etc.)
Oversee issuance of binders, invoices and renewal documents
Calculate premium breakdown for clients and provide spreadsheet as requested
Review insurance policies to ensure coverage is as ordered
Answer client questions and help solve coverage related problems
Responsible for marketing of new and renewal business on behalf of prospects and clients
Assist in the solicitation of new business
Perform contract/lease review
Other duties as assigned
Supervisory Responsibilities
Provide indirect leadership to Assistant Client Managers
The national average salary for this role is $75,000 to $95,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Come join our team!
Why EPIC EPIC has over 60 offices and 3,000 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 and benefits
401(k) matching, medical, dental, vision, and wellness programs
Employee recognition programs and growth opportunities
EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
#J-18808-Ljbffr