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Assistant Client Manager, P&C

Company: EPIC Insurance Brokers & Consultants
Location: Rancho Cordova
Posted on: January 16, 2022

Job Description:

Job Summary

To fulfill EPIC Brokers Corporate Values and provide assistance to client managers, client executives and producers in servicing client needs. Keep Account Managers informed of activities/changes/problems in client coverages and needs.

This position can sit in our Rancho Cordova, CA office.

Essential Duties & Responsibilities include, but are not limited to, the following:
Act as client advocate at all times
Maintain positive relationship and excellent communication with client and co-workers
Maintain account information and document communication in agency management system
Complete Cert File set up form
Get authority from appropriate carrier/broker for issuance of certificates
Create certificate templates and update at renewal
Direct issuance of special endorsements required by certificate holders and obtain necessary approvals from insurance carriers
Review contracts for certificate issuance requirements. Advise the Account Manager of any items requested in the contract that the client is not insured for. Order any endorsements needed from carrier(s) and diary for receipt of endorsement
Send list of certificate holders to clients prior to renewal
Prepare auto ID cards
Photocopying
Filing
File set up
Prepare folders/binders for specifications, proposals or policies
Request MVR's
Issue flood policies
Enter activities for Client Managers & Assistant
Actively manage open activities
Follow-up for receipt of copies of filings
Process client's requests for changes in coverage, order endorsements from carriers and diary for receipt
Process endorsements including checking for accuracy, billing & transmittal
Process audits including checking for accuracy, billing & transmittal, diary for receipt of payment
Ensure payment of audit additional premiums within timelines required by carriers
Review Account Managers mail and take phone calls when Account Manager is unavailable, ask for assistance as necessary
Mentor, coach and train co-workers
Type cover letters (with Account Manager's input & review) and send out specs per Account Manager instructions
Order loss runs for renewals
Prepare rough draft of applications for Account Manager, as requested
Update loss information and prepare summary for renewal
Follow-up on status of renewal quotes
Prepare rough draft of proposals, as requested
Correspond with Boards, Bureaus and other regulatory bodies (i.e. NCCI, DMV, PUC, WCIRB, etc.)
Handle accounting e-mail inquiries
Complete Non-Admitted Carrier forms (D-1, SL-1, SL-2)
Prepare and maintain auto/property/equipment schedules
Call carriers for policy numbers
Issue binders, invoices, renewal documents as requested
Renew policies in agency management system
Obtain premium finance quotes and process finance agreement
Pre-Policy check-in (Dec Page, confirm all forms attached)
Other duties as assigned

Supervisory Responsibilities
None

Contacts
Exchange information with insurers and brokers
Exchange information with clients
Work collaboratively with co-workers

Position Requirements: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Agent's Insurance license
Working knowledge of insurance industry standards, policies and procedures
1-2 years experience specific to job duties
Written and verbal communication skills
Excellent listening skills
Intermediate level of proficiency with Microsoft Office
Planning, prioritization and organizational skills
Ability to manage work from several sources
Ability to meet deadlines
Attention to details
Attend mandatory internal training classes
Attend two classes per year towards the achievement of CIC, ARM, CPCU, RPLU, Dynamics of Selling or The Wedge

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

WORK ENVIRONMENT And ENVIRONMENTAL CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk

WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.

Keywords: EPIC Insurance Brokers & Consultants, Rancho Cordova , Assistant Client Manager, P&C, Executive , Rancho Cordova, California

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