Insurance Client Service Associate (Entry-level)

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people 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 spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

About the role

The Insurance Client Service Associate role is a great opportunity to get one's foot in the door to a career in the insurance industry! This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! They specialize in supporting clients in the oil & gas industry, commercial roofing, and crane & rigging industries. The team works hard & plays hard; their teamwork & culture is a huge part of their success. This is an exciting opportunity to join a driven, energetic, fun team!

Responsibilities

• As directed, ensures that internal/external inquiries to the online services are responded to and resolved within established guidelines while providing excellent customer service;
• Upon renewal/onboarding of an account, determine services to be provided with input from Production and Marketing;
• Communicate to individual team members the assigned responsibilities and required timeline related to individual client services plans;
• Assimilate data from multiple departments into a cohesive deliverable;
• Participate in external marketing campaigns as requested;
• Assist in day-to-day service needs of assigned accounts;
• ImageRight file set up;
• Schedule formatting;
• Support for Marketing Lead/Senior Client Manager as needed;
• Renewal Document setup/formatting;
• Upload COIs to Clearing Houses for renewal;
• Issue Certificates of Insurance;
• Plan and build documents for stewardship meetings with clients;
• Loss analytics;
• Loss run requests;
• Experience Modifier analysis and projections;
• Other office duties and special projects as assigned;
• Set priorities and manage workflow for self to ensure all goals are met;
• Maintain cordial and effective relationships with all parties;
• Maintain up-to-date proposals, workflow logs, update all required documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed, to achieve the business goals of the Team/Company;
• Stay informed regarding industry information, trends, new product/program developments, coverages and technology to continually improve service, work product, and knowledge and performance;
• Project a professional image in action and appearance.

Requirements

• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, Outlook, Power Point, Co-Pilot and presentation software;
• Ability to obtain and maintain a Property and Casualty Insurance License;
• Ability to work with and maintain confidential information in a discreet and professional manner;
• Solid problem solving, analytical abilities and critical thinking skillset;
• Strong attention to detail;
• Ability to work both on a team and independently; with or without, direct supervision;
• Performing with effective planning and priority setting. Ability to manage several projects simultaneously while working under pressure to meet deadlines;
• Strong interpersonal communication skills, both written and oral;
• Position continually requires teamwork, demonstrated poise, tact and diplomacy;
• High school diploma or GED equivalent required. College degree preferred.

Qualifications

• Curiosity and an eagerness to learn! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter & enjoy variety in their work.
• Eagerness to grow! While there is a lot to teach and learn in this role, it also provides a great opportunity for employees to learn what their insurance career opportunities are, and grow into those career paths in time.
• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

Schedule

In-Office - 5 days a week in our Birmingham, AL office.

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;
• 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;
• 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;
• Additional benefits include (but are not limited to): 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. It takes both production and service to be EPIC!

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 and a comprehensive benefits package.