Client Service Representative (Insurance Brokerage)

Come join our team! EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, driven by capable and committed individuals who share core values like an owner mindset, trust-building, big thinking, and results-driven culture. Founded in 2007 with over 3,000 employees nationwide, EPIC supports clients across the US with regional and global expertise.

Core Responsibilities:

• Process applications, policies, endorsements, binders, certificates, audit requests, and agency billing for clients across the Midwest, Northeast, and West regions.
• Assist clients with policy coverage questions, reviewing for gaps and needs while collaborating with Producers to address service requirements.
• Renew and retain assigned accounts by working with Producers to offer the best options for clients.
• Provide additional coverage options to clients.
• Maintain client files in agency systems and offer administrative support.
• Monitor carrier relationships and industry trends to stay updated on changes.

Key Service Expectations:

• Establish and maintain high trust levels with clients through proactive communication and prompt issue resolution.
• Process all client-related documents (applications, policies, endorsements, etc.) accurately and timely.
• Educate clients on policy coverage, changes, exclusions, and insurance needs while assisting with coverage modifications.
• Adhere to quality and timeliness standards in the Agency Management System with proper documentation.

Marketing & Client Transition:

• Collaborate with the Placement Department and Producers to transition new business.
• Submit renewal applications with supporting documentation and follow up for timely quotes and policies.
• Enter policy information into carrier websites for quote options.
• Negotiate premiums and commissions with underwriters and wholesalers.
• Present quote options to clients or Producers and bind/issue policies.

Personal & Organizational Development:

• Manage workflow efficiently to ensure timely and accurate processing of responsibilities.
• Maintain cordial and effective relationships with clients, colleagues, carriers, and vendors.
• Keep client records, workflow tasks, and documentation up-to-date.
• Stay informed about industry trends, new products, coverages, legislation, and technology.
• Resolve problems or enhance service in a timely manner.
• Work effectively in a fast-paced environment with multiple competing tasks.

Qualifications:

• Full knowledge of Property Casualty lines of coverage and services.
• Ability to analyze situations logically and respond appropriately.
• Experience with Agency Management Systems, rating procedures, and industry operations.
• Advanced knowledge of navigating the internet and Microsoft Office programs (Windows, Outlook, Word, Excel).
• Strong attention to detail, time management, and multitasking abilities.
• Ability to work effectively with and without direct supervision, as well as independently and in a team environment.
• Strong interpersonal communication skills, both written and oral.

Education & Experience Requirements:

• A High School diploma or GED equivalent is required; a College degree is preferred.
• Two or more years of experience in a mid-size brokerage or carrier.
• Working knowledge of Microsoft Office software (word processing, spreadsheets, databases, presentation software).
• Ability to work in a fast-paced environment with multiple competing tasks.
• High level of interpersonal skills to handle sensitive and confidential situations.
• California Property & Casualty License required.
• Valid Driver License required.
• Ability to travel independently to clients, including some air travel.