Assistant Insurance Client Manager

Come join our team at EPIC Insurance Brokers & Consultants, one of the fastest-growing firms in the insurance industry. Fueled by capable, committed people who share common beliefs and values, EPIC is always looking for individuals with "the right stuff"—people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide, with locations across the U.S. Our local market knowledge and industry expertise support clients' regional and global needs. We’ve grown quickly since our founding, thanks to hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

About the role

The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC 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 consists of middle-market to large, complex accounts, primarily in the auto dealership or golf industries. The Assistant Client Manager is a junior-level role that takes on meaningful, technical tasks to support the client management team in a fast-paced, deadline-driven environment.

Location: Hybrid in Newport Beach, CA—must work in-office 3 days a week.

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.
• Ability to provide top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition; works well both independently and as part of a team.

Responsibilities

• Work with Client Managers in the ESPI Programs Division to efficiently service clients.
• Establish and maintain high levels of trust with clients through introductions, periodic contacts, and prompt resolution of questions and issues.
• Process Certificates of Insurance, endorsements, order loss runs, and other client account servicing tasks accurately and on time.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance needs; assist with 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.
• 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 trends, new products, coverages, legislation, and technology to continuously improve knowledge and performance.

Qualifications

• High school diploma or G.E.D. equivalent; one to four years of college or related experience, or an 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 in 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 – $38.46 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 and 4 early-close days.
• Generous leave options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus program: $1,500 per hired referral.
• Employee recognition programs, including awards and trips for demonstrating EPIC’s values.
• 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, and Menopause & Midlife Support.
• 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs.
• 50/50 Work Culture: Fosters collaboration, teamwork, and an inclusive work environment.
• Charitable initiatives: Donation Connection, Employee Assistance Fund, and People First Foundation.