Assistant Commercial Insurance Client Manager

About the role

EPIC Specialty Programs Insurance (ESPI) Programs Division delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to large, complex accounts, primarily serving clients in the auto dealership and golf industries.

This is a junior-level role that takes on meaningful, technical tasks for the client management team in a fast-paced, deadline-driven environment. The Assistant Client Manager provides essential administrative support to Client Managers.

Location: Hybrid in Chicago, IL – must work in-office 3 days a week.

Responsibilities

• Work with Client Managers in the ESPI Programs Division to efficiently and effectively service clients.
• Establish and maintain high levels of trust and confidence with clients through introductions, periodic contacts, and prompt resolution of questions and issues.
• Process Certificates of Insurance, endorsements, order loss runs, and other client-servicing tasks in a timely and accurate manner.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance needs; assist in making coverage changes.
• Meet quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Utilize knowledge and experience with carrier online systems, including BHHC, ICW, SCIF, and AMTrust.
• Provide technical support in the sales process as needed.
• 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 business contacts.
• Stay informed about industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.

Requirements

• At least 2+ years of insurance industry experience, specifically in property & casualty.
• Strong attention to detail, time management, and data entry skills.
• Professional communication, problem-solving, and relationship-building skills.
• Positive and outgoing disposition; ability to work well both in a team and independently.

Qualifications

• 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.
• Sagitta Agency Management System and/or PaperWise software experience is a plus; experience with paperless procedures preferred.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, etc.).
• Ability to work in a fast-paced environment with multiple competing tasks and demands.
• High level of interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy.
• Valid Property & Casualty Insurance license, or ability to obtain one within 90 days of hire.

Pay

Non-Exempt: The hourly pay range for this position is $30.77 – $43.59 per hour, with standard workweeks of 37.5 hours. Actual compensation will be determined based on experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses.

Benefits

• Generous Paid Time Off: Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days.
• Leave options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
• Employee referral bonus program: $1,500 per hired referral.
• Employee recognition programs, including awards and trips.
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits: Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, Menopause & Midlife Support.
• Additional benefits: 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs.

EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. The company is also involved in charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation.