EPIC Brokers
Overview
11711 North Meridan St, 7th Fl, Carmel, IN 46032 Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We are headquartered in San Francisco and founded in 2007, with over 3,000 employees nationwide and locations across the US. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your career goals, consider joining our team. LOCATION:
Any Indiana office - Hybrid 1 day a week
WHAT YOU’LL DO
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to servicing clients from all regions including Midwest, Northeast, and West
Assists clients with policy coverages and related questions; reviews policy coverages for potential gaps and other needs of the policyholder
Works with Producers to assist clients with the service needs mentioned above
Renews and retains assigned accounts; conducts renewal processes with Producers to provide the best options for clients; provides clients with additional coverage options
Maintains client files in appropriate systems and provides standard office/administrative support
Maintain carrier relationships and follow changes with contracted carriers; stay up-to-date with industry trends
Other duties as assigned
Service
Establishes and maintains high levels of trust with clients through introductions, periodic contacts, and prompt responses to questions and issues
Processes all applications, policies, endorsements, mail, binders, schedules, certificates, audits, and other items related to servicing client policies in a timely and accurate manner
Informs and educates clients about policy coverage, changes, exclusions, and insurance needs; assists clients in making coverage changes
Meets quality and timeliness standards in the Agency Management System and documents all activity
Other duties as assigned
Marketing
Collaborates with Placement Department and Producers to properly transition new business written
For renewal marketing: submits applications with proper documentation and follows up to ensure timely quotes and policies
Enters policy information into carrier websites for quote options if needed
Negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer
Bind and issue policies in carrier systems or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other contacts
Maintain up-to-date client records, tasks, and required documentation
Communicate effectively and collaborate to achieve business goals
Stay informed on industry trends and product developments to improve knowledge and performance
Resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with multiple tasks
Ensure expert knowledge is maintained
Other duties may be assigned
WHAT YOU’LL BRING
Full knowledge of Property/Casualty lines of coverage and services
Ability to analyze situations and draw solid conclusions
Experience with Agency Management Systems, rating procedures, coverages, and industry operations
Advanced knowledge of navigating the Internet and Microsoft Office (Word, Excel, Outlook)
Strong attention to detail and time management
Ability to multitask and prioritize
Ability to work effectively with or without supervision
Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE
High school diploma or GED required; college degree preferred
Two or more years of experience in a mid-size brokerage or carrier
Working knowledge of Microsoft Office applications
Ability to work in a fast-paced environment with multiple tasks
Strong interpersonal skills for handling sensitive and confidential situations; teamwork and diplomacy
Indiana Property & Casualty License
Valid Driver License
Ability to travel to clients; some air travel may be required
COMPENSATION The base pay offered will be determined based on experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:
Generous Paid Time Off and holidays
Paid parental leave and other family leave options
Employee referral bonuses
Employee recognition programs and groups
Pet Insurance, identity protection, legal planning, and more
401(k) matching, medical/dental/vision insurance, wellness programs
Collaborative 50/50 culture between producers and the rest of the business
EPIC Gives Back and other charitable efforts
Recognition that EPIC is among the top 10 property/casualty agencies (as cited)
This description includes required Equal Employment Opportunity information and voluntary self-identification statements as applicable by law.
#J-18808-Ljbffr
11711 North Meridan St, 7th Fl, Carmel, IN 46032 Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We are headquartered in San Francisco and founded in 2007, with over 3,000 employees nationwide and locations across the US. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your career goals, consider joining our team. LOCATION:
Any Indiana office - Hybrid 1 day a week
WHAT YOU’LL DO
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to servicing clients from all regions including Midwest, Northeast, and West
Assists clients with policy coverages and related questions; reviews policy coverages for potential gaps and other needs of the policyholder
Works with Producers to assist clients with the service needs mentioned above
Renews and retains assigned accounts; conducts renewal processes with Producers to provide the best options for clients; provides clients with additional coverage options
Maintains client files in appropriate systems and provides standard office/administrative support
Maintain carrier relationships and follow changes with contracted carriers; stay up-to-date with industry trends
Other duties as assigned
Service
Establishes and maintains high levels of trust with clients through introductions, periodic contacts, and prompt responses to questions and issues
Processes all applications, policies, endorsements, mail, binders, schedules, certificates, audits, and other items related to servicing client policies in a timely and accurate manner
Informs and educates clients about policy coverage, changes, exclusions, and insurance needs; assists clients in making coverage changes
Meets quality and timeliness standards in the Agency Management System and documents all activity
Other duties as assigned
Marketing
Collaborates with Placement Department and Producers to properly transition new business written
For renewal marketing: submits applications with proper documentation and follows up to ensure timely quotes and policies
Enters policy information into carrier websites for quote options if needed
Negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer
Bind and issue policies in carrier systems or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other contacts
Maintain up-to-date client records, tasks, and required documentation
Communicate effectively and collaborate to achieve business goals
Stay informed on industry trends and product developments to improve knowledge and performance
Resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with multiple tasks
Ensure expert knowledge is maintained
Other duties may be assigned
WHAT YOU’LL BRING
Full knowledge of Property/Casualty lines of coverage and services
Ability to analyze situations and draw solid conclusions
Experience with Agency Management Systems, rating procedures, coverages, and industry operations
Advanced knowledge of navigating the Internet and Microsoft Office (Word, Excel, Outlook)
Strong attention to detail and time management
Ability to multitask and prioritize
Ability to work effectively with or without supervision
Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE
High school diploma or GED required; college degree preferred
Two or more years of experience in a mid-size brokerage or carrier
Working knowledge of Microsoft Office applications
Ability to work in a fast-paced environment with multiple tasks
Strong interpersonal skills for handling sensitive and confidential situations; teamwork and diplomacy
Indiana Property & Casualty License
Valid Driver License
Ability to travel to clients; some air travel may be required
COMPENSATION The base pay offered will be determined based on experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:
Generous Paid Time Off and holidays
Paid parental leave and other family leave options
Employee referral bonuses
Employee recognition programs and groups
Pet Insurance, identity protection, legal planning, and more
401(k) matching, medical/dental/vision insurance, wellness programs
Collaborative 50/50 culture between producers and the rest of the business
EPIC Gives Back and other charitable efforts
Recognition that EPIC is among the top 10 property/casualty agencies (as cited)
This description includes required Equal Employment Opportunity information and voluntary self-identification statements as applicable by law.
#J-18808-Ljbffr