Assistant Client Manager - P&C Insurance

DESCRIPTION:

The Assistant Client Manager role is an integral and critical member of our client service team responsible for providing exceptional service and delivering excellent business support to the client service teams. The Assistant Client Manager proactively acquires, assembles, and follows-up on information critical to providing exceptional client service and advocacy for clients and prospects.

Location:  

This role requires a hybrid work schedule out of our Dallas, Texas office, 3 days a week in office.

QUALIFICATIONS:

You will find EPIC to be a fast-paced, fun environment and a workplace in which you truly can make a difference. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Enthusiasm and zest for your learning experience

One year plus of Insurance experience is preferred

Microsoft Suite experience is a plus

Microsoft Teams experience is a plus 

Strong verbal and written communication skills

Interpersonal Skills – enjoy working with people

Service Oriented

Willingness to learn and take direction from others

Self-motivated ESSENTIAL DUTIES AND RESPONSIBILITIES:

Services assigned book of business and willingly supports new business engagements alongside client service team

Service clients' daily account needs

Develop productive business relationships with clients

Communicates with clients, responding to inquiries, maintaining documentation of communications in agency management system

Meet all quality and timeliness standards in the agency management system while properly documenting all activity

Performs other duties or responsibilities as assigned by the company at its discretion

You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant’s knowledge of insurance, finance, sales and marketing.

Overall Duties Include:
Check Mailbox Daily
Obtain loss runs and compile loss summaries and schedules, as needed

Begin basic proposal and transition the proposal to the other members of the client service team

Create certificates of insurance and automobile identification cards

Manage the certificate renewal process and ensure accurate issuance throughout policy term

Ensure policies are received timely and complete appropriate policy checking and delivery procedures

Processes audits and creates required audit analysis

Prepares materials for presentations and meetings

Maintain open items with internal and external client service team as needed

Creates policy summaries and/or schedules of insurance

Review contracts for insurance requirements applicable to issuance of certificates of insurance

Request and complete various insurance notices and forms

Assist with special projects, renewals, and client requests

Performs other duties or responsibilities as assigned by the company at its discretion

SERVICE:

Process all policies, endorsements, incoming mail, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner;

Responsible for monthly expirations;

New Business

Set up Checklist for client – notify assigned CM when ready

Follow tasks assigned to ACM in Checklist; maintain updates in Checklist

Order Loss Runs as needed using Loss Run Tracker

Order Modifier from NCCI with permission from client & CE/CM

Certificates & Auto ID Cards

Suspense via Tasks in ImageRight for receipt of policies

Collect Policies & Perform 1st Review upon Receipt; notify CM when 1st review is complete

Renewals

THIS STARTS THE RENEWAL PROCESS ON EVERY CLIENT

Run monthly expiration list for 150 days out and distribute to team

120 days out:

Put renewing policies in REMARKET status in Sagitta; unless:

If policy is automatic/direct bill renewal

If policy is first renewal after BOR – use REWRITE status

Order loss runs (once notified by CM that Loss Run Tracker is updated) – save in S drive and ImageRight upon receipt

Order E-Mod Worksheet from current carrier, or NCCI if current carrier won’t provide – notify CE/CM immediately if an increase from expiring

Update Prior Year Loss Run Summary

Certificates & Auto ID Cards

Set up Renewal Checklist for each client – notify assigned CM when ready

Follow tasks assigned to ACM in Renewal Checklist; maintain updates in Renewal Checklist

Suspense via Tasks in ImageRight for receipt of policies and final audits (if applicable)

Collect Policies & Perform 1st Review upon Receipt; notify CM when 1st review is complete

Endorsements

Request endorsements from underwriter, or online when possible, or finish below items when copied on change request to carrier by CM

When large AP is suspected, work with CM or CE to advise client or gain clarity around the request

Update exposure workbooks with changes as they are requested

Suspense Task in ImageRight for receipt of endorsement

Update Sagitta information – i.e. add vehicle, change address, etc.

Send Auto ID card and/or certificate (when applicable) immediately

Follow Up on Endorsement receipt with carrier if not received prior to suspense date

When received: check for accuracy against request, invoice, transmit to client with full description (CM help as needed)

Close suspense & file in ImageRight

If provided with carrier invoice, send to [email protected]

Send “simple” requests to ACM to process including updating Workbook

Auto Changes

Equipment Changes

Loss Payees

File client request and request to carrier in ImageRight and follow associated task outline in system, setting any necessary follow ups to ACM

When copied on change request to carrier by CM: update Sagitta and exposure workbooks as necessary; file correspondence in ImageRight and follow associated task outline in system

Follow up on endorsement receipt with carrier if not received prior to suspense date

Send Auto ID Card and/or certificate (when applicable) immediately

When received: check for accuracy against request, invoice, transmit to client

Close suspense & file in ImageRight

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 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. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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, Cancer 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


• 50/50 Work Culture: 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!


• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation


• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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