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 San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, 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 If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: California-Remote -US Based
WHAT YOU’LL DO:
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder
Works with Producers to assist client with the service needs mentioned above
Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client
Provide client with additional coverage options
Maintains client files in appropriate systems and provides standard office/administrative support
Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends
Other duties as assigned
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned
Marketing
Work with Placement Department and Producers to properly transition new business written
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
If needed, enter policy information into carrier websites for quote options
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer, if applicable
Bind and issue policies in carrier websites or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
Work effectively to resolve problems or enhance service in a…