Assistant Client Manager

About the positionResponsibilities• Certificate Requests• Follow up on Notices of Cancellation• Auto ID Card Issuance• Policy Change Requests• Check Mailbox Daily• Online Rating for Small Business• Follow up for Renewal Policy Issuance• Renewal Proposals• Binders• Invoicing• Process Audits• Post Documents to EPIC Portal• Update Sagitta• Obtain Loss Runs• Policy Checklists• Run M&S Reports• Obtain Premium Finance Quotes• Run MVRs• Paperless Filing• Obtain Loss Runs• Create Loss Summary Tracking• Prepare Acord Applications• Service• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner• Responsible for timely, accurate invoicing and monthly expirations• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity• Set priorities and manage workflow for self 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 proposals, insurance summaries, workflow logs, manuals or other 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 Company.• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance• Other duties may be assigned. • Other duties may be assigned. Requirements• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra. • Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. • College Degree• Must obtain California Property and Casualty license within 90 days of date of hire• Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.• Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. 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• 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 Apply tot his job