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Commercial Lines Assistant Client Manager

EPIC Brokers
Location
11711 North Meridan St, 7th Fl, Carmel, IN 46032; 925 Wabash Avenue Suite 200, Terre Haute, IN 47807
Posted
27 days ago
Department
Midwest
What they actually want (must-haves)
  • 1+ years of experience in the insurance carrier or brokerage industry
  • Strong verbal and written communication skills
  • Service-oriented with excellent interpersonal skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Proficiency in Microsoft Office and prior experience with agency systems (Sagitta, ImageRight, CSR24)
  • Self-motivated, detail-oriented, and able to work independently
Nice to have
  • Bachelor’s degree preferred
What the job really is

As a Commercial Lines Assistant Client Manager at EPIC Insurance Brokers & Consultants, you will be responsible for responding to client inquiries, managing the certificate renewal process, and maintaining documentation in the agency management system. Your role will involve preparing renewal workflows, assisting with proposal preparations, and ensuring timely issuance of insurance certificates and endorsements. You will also support policy maintenance and coordinate marketing meetings as needed.

Benefits
  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees; 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, 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
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Things to weigh
  • No specific salary listed; compensation is based on various factors
  • Role involves significant administrative tasks which may not appeal to all candidates
  • Hybrid work model requires in-office presence three days a week
Job score3/5
Benefits4/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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