JOB OVERVIEW:
The Insurance Client Service Associate role is a great opportunity to get one’s foot in the door to a career in the insurance industry! The Client Associate responsibilities include the following areas: providing day-to-day support to our Property & Casualty Team and our clients. This includes assisting clients with various online service platforms and acting as an internal accountability partner for EPIC’s value-added services. The Client Associate will assist in the renewal, external marketing, loss analysis and ongoing service to client; they will prepare RFPs and client presentations as well as other deliverables.
WHAT WE’RE LOOKING FOR:
Curiosity and an eagerness to learn ! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter & enjoy variety in their work.
Eagerness to grow! While there is a lot to teach and learn in this role, it also provides a great opportunity for employees to learn what their insurance career opportunities are, and grow into those career paths in time.
Candidates with strong, professional communication skills – both written and verbal.
High attention to detail, and the ability to learn and understand software systems quickly.
Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.
LOCATION: In-Office – 5 days a week in our Birmingham, AL office
WHAT YOU’LL DO:
- As directed, ensures that internal/external inquiries to the online services are responded to and resolved within established guidelines while providing excellent customer service;
- Upon renewal/onboarding of an account, determine services to be provided with input from Production and Marketing.
- Communicate to individual team members the assigned responsibilities and required timeline related to individual client services plans.
- Assimilate data from multiple departments into a cohesive deliverable.
- Participate in external marketing campaigns as requested
- Assist in day-to-day service needs of assigned accounts.
- ImageRight file set up
- Schedule formatting
- Support for Marketing Lead/Senior Client Manager as needed
- Renewal Document setup/formatting
- Upload COIs to Clearing Houses for renewal
- Issue Certificates of Insurance
- Plan and build documents for stewardship meetings with clients
- Loss analytics
- Loss run requests
- Experience Modifier analysis and projections
- Other office duties and special projects as assigned;
PERSONAL AND ORGANIZATIONAL DEVELOPMENT:
- Set priorities and manage workflow for self to ensure all goals are met;
- Maritain cordial and effective relationships with all parties;
- Maintain up-to-date proposals, workflow logs, update all 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 Team/Company;
- Stay informed regarding industry information, trends, new product/program developments, coverages and technology to continually improve service, work product, and knowledge and performance;
- Project a professional image in action and appearan
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