Assistant Client Manager

Location: Hybrid in Los Angeles, California, United States

Salary: $30.77–$34.53 per hour; standard workweek of 37.5 hours. The role may also be eligible for bonuses and benefits.

Company

EPIC Insurance Brokers & Consultants is a rapidly growing property and casualty insurance brokerage founded in 2007, with more than 4,000 employees and over 60 offices across the United States.

What you will do

• Process applications, policies, endorsements, binders, schedules, certificates, audits, incoming mail, and other client account servicing items.
• Handle certificate requests, auto ID card issuance, policy change requests, cancellation notices, renewals, proposals, and policy checklists.
• Prepare accurate invoicing, monthly expirations, ACORD applications, loss summaries, and workflow documentation.
• Obtain loss runs, premium finance quotes, and MVRs; run M&S reports and online ratings for small businesses.
• Post documents to the EPIC Portal, update Sagitta, maintain paperless files, and document activity in the agency management system.
• Communicate with clients, coworkers, carriers, wholesalers, vendors, and other business contacts while managing priorities and workflow.

Requirements

• Strong verbal and written communication, interpersonal, service-oriented, and teamwork skills.
• Ability to learn quickly, take direction, manage multiple competing tasks, and work accurately in a fast-paced environment.
• College degree preferred.
• Must obtain a California Property and Casualty license within 90 days of hire.
• Proficiency with Microsoft Office applications for word processing, spreadsheets, databases, and presentations.
• Ability to handle sensitive and confidential situations with poise, tact, and diplomacy.

Culture & Benefits

• Mentorship, tuition reimbursement, professional growth, and leadership development programs.
• Paid time off, 12 company-observed holidays, early-close days, and paid parental and other leave options.
• Employee referral bonuses and recognition programs.
• Medical, dental, vision, wellness, employee assistance, and 401(k) matching benefits.
• Additional benefits include pet insurance, identity theft and fraud protection, legal planning, and family planning support.
• Collaborative and inclusive work culture supported by employee resource groups and charitable initiatives.