Commercial Lines Assistant Client Manager

Come join our team at EPIC Insurance Brokers & Consultants, one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values, EPIC is always looking for individuals who have “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 our clients' regional and global needs. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

About the role

This position is located in Carmel, Indiana, or Terre Haute, Indiana, with a hybrid schedule of 3 days a week in the office.

Responsibilities

• Respond to client inquiries promptly; maintain documentation in the agency management system.
• Issue certificates of insurance and auto ID cards within standard turnaround times.
• Manage certificate renewal process and ensure accurate issuance throughout policy term.
• Process notices of cancellation immediately upon receipt; update systems and notify Client Manager.
• Maintain suspense items and follow up on outstanding tasks.

Renewals

• Launch renewal workflow 150 days out.
• Prepare renewal checklists; update tasks and maintain progress.
• Obtain loss runs and experience modification worksheets.
• Assist with proposal preparation and transition to Client Manager for review.
• Support remarketing and rewrite preparation activities, ensuring all required data and documents are gathered and organized.
• Confirm renewal deliverables (loss runs, certificate lists) meet quality expectations and are ready for next-step review.
• Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.

Endorsements

• Request endorsements from carriers or process online when possible.
• Update exposure workbooks and Sagitta with changes.
• Send Auto ID cards and certificates as needed.
• Verify accuracy of endorsements upon receipt; invoice and transmit to client.

Policy Maintenance

• Collect policies and perform first review; notify Client Manager for second review.
• File policies, endorsements, and correspondence in ImageRight.

General Responsibilities

• Prepare materials for presentations and meetings, as requested.
• Coordinate and attend carrier marketing meetings as needed.
• Stay informed on internal policy and procedural changes, including changes in systems and technologies.

Requirements

• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and preferred knowledge of agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.

Qualifications

• Must obtain Property & Casualty license within 90 days.

Pay

Compensation will be determined based on factors such as 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 (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-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.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards and programs (including trips).
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
• 401(k) matching, medical insurance, dental insurance, vision insurance, and 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.