Assistant Client Manager- P&C accounts
EPIC Insurance Brokers & Consultants, Fresno, CA, United States
Overview
EPIC Insurance Brokers & Consultants is a fast‑paced, collaborative environment where you can grow your career while making a meaningful impact. 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.
Location
Location:
This role will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations: https://www.epicbrokers.com/about/locations/
Account Support & Policy Administration
Process certificates of insurance and auto ID cards
Follow up on notices of cancellation
Manage policy change requests and endorsements
Assist with renewal policy issuance and renewal proposals
Prepare binders and invoices
Obtain loss runs and premium finance quotes
Run MVRs and internal reports (e.g., M&S reports)
Create loss summary tracking and policy checklists
Prepare ACORD applications
Perform online rating for small business accounts
Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
Maintain timely and accurate invoicing and monthly expirations
Follow workflows and quality standards within the agency management system
Update client and policy information in Sagitta
Post documents to the EPIC client portal
Maintain paperless filing standards
Training & Development
Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
Work with a designated mentor to build skills in insurance, finance, sales, and marketing
Personal & Organizational Responsibilities
Set priorities and manage workflow to meet deadlines and service expectations
Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
Keep proposals, insurance summaries, workflow logs, and documentation up to date
Stay informed on industry trends, products, coverages, legislation, and technology
Support team goals through collaboration, communication, and accountability
Perform additional duties as assigned
Supervisory Responsibilities
None
Qualifications & Key Competencies
Core Skills
Strong verbal and written communication skills
Service‑oriented mindset with strong interpersonal skills
High attention to detail and organization
Ability to multitask and prioritize in a fast‑paced environment
Willingness to learn and take direction
Effective collaboration both independently and in a team setting
Technical & Analytical Skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to read and interpret business documents, insurance policies, and regulations
Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)
Education & Experience
1‑2 years of prior insurance experience
Experience with agency management systems and insurance platforms is a plus
Physical Demands
Ability to sit, stand, walk, and use hands for computer and document handling
Occasionally lift or move up to 10 pounds
Vision requirements include close vision and ability to focus
The national average salary for this role is $58,000 to $64,000 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.
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
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-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
Unique benefits such as Pet Insurance, Cancer 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”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ .
EpIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .
#J-18808-Ljbffr
EPIC Insurance Brokers & Consultants is a fast‑paced, collaborative environment where you can grow your career while making a meaningful impact. 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.
Location
Location:
This role will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations: https://www.epicbrokers.com/about/locations/
Account Support & Policy Administration
Process certificates of insurance and auto ID cards
Follow up on notices of cancellation
Manage policy change requests and endorsements
Assist with renewal policy issuance and renewal proposals
Prepare binders and invoices
Obtain loss runs and premium finance quotes
Run MVRs and internal reports (e.g., M&S reports)
Create loss summary tracking and policy checklists
Prepare ACORD applications
Perform online rating for small business accounts
Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
Maintain timely and accurate invoicing and monthly expirations
Follow workflows and quality standards within the agency management system
Update client and policy information in Sagitta
Post documents to the EPIC client portal
Maintain paperless filing standards
Training & Development
Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
Work with a designated mentor to build skills in insurance, finance, sales, and marketing
Personal & Organizational Responsibilities
Set priorities and manage workflow to meet deadlines and service expectations
Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
Keep proposals, insurance summaries, workflow logs, and documentation up to date
Stay informed on industry trends, products, coverages, legislation, and technology
Support team goals through collaboration, communication, and accountability
Perform additional duties as assigned
Supervisory Responsibilities
None
Qualifications & Key Competencies
Core Skills
Strong verbal and written communication skills
Service‑oriented mindset with strong interpersonal skills
High attention to detail and organization
Ability to multitask and prioritize in a fast‑paced environment
Willingness to learn and take direction
Effective collaboration both independently and in a team setting
Technical & Analytical Skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to read and interpret business documents, insurance policies, and regulations
Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)
Education & Experience
1‑2 years of prior insurance experience
Experience with agency management systems and insurance platforms is a plus
Physical Demands
Ability to sit, stand, walk, and use hands for computer and document handling
Occasionally lift or move up to 10 pounds
Vision requirements include close vision and ability to focus
The national average salary for this role is $58,000 to $64,000 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.
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
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-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
Unique benefits such as Pet Insurance, Cancer 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”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ .
EpIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .
#J-18808-Ljbffr