Assistant, Commercial Support
About the position
EPIC Brokers has an opening for a full-time Commercial Service Assistant position in Melville office. This position assists clients and Commercial Lines Account Managers in the various units on a daily basis as needed, with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various support responsibilities.
Responsibilities
• Prepare insurance documentation including certificates, EPI’s, loss runs, policy change requests, and vehicle identification cards
• Processing of Audits and Endorsements per company procedures and with attention to detail
• Obtain quotes from carriers for policy changes
• Set up and maintain client service activity files per company procedures
• Perform other related support duties as requested
• Prepare and print proposals, schedules, and other reports
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance standards
• Billing inquiries
• Contribute to a team effort while also maintaining individual priorities
• Follow quality standards for processing time and data entry
Requirements
• One year insurance agency experience preferred but not required
• Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
• Excellent phone and interpersonal skills
• Strong oral and written communication skills
• Ability to work independently, as well as in a team environment, making sound decisions
• Proficient in all Microsoft Office products
• Travel between offices for educational or other mandatory meetings is occasionally required
• Proficiency in organizing tasks and managing time efficiently is required
• Mathematical skills to calculate commissions, percentages and other various figures related to insurance documents
• Must be able to work in a fast-paced environment and determine which tasks are most critical
• College degree preferred
• Broker’s license is required / can be obtained once hired
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
Apply To this Job
EPIC Brokers has an opening for a full-time Commercial Service Assistant position in Melville office. This position assists clients and Commercial Lines Account Managers in the various units on a daily basis as needed, with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various support responsibilities.
Responsibilities
• Prepare insurance documentation including certificates, EPI’s, loss runs, policy change requests, and vehicle identification cards
• Processing of Audits and Endorsements per company procedures and with attention to detail
• Obtain quotes from carriers for policy changes
• Set up and maintain client service activity files per company procedures
• Perform other related support duties as requested
• Prepare and print proposals, schedules, and other reports
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance standards
• Billing inquiries
• Contribute to a team effort while also maintaining individual priorities
• Follow quality standards for processing time and data entry
Requirements
• One year insurance agency experience preferred but not required
• Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
• Excellent phone and interpersonal skills
• Strong oral and written communication skills
• Ability to work independently, as well as in a team environment, making sound decisions
• Proficient in all Microsoft Office products
• Travel between offices for educational or other mandatory meetings is occasionally required
• Proficiency in organizing tasks and managing time efficiently is required
• Mathematical skills to calculate commissions, percentages and other various figures related to insurance documents
• Must be able to work in a fast-paced environment and determine which tasks are most critical
• College degree preferred
• Broker’s license is required / can be obtained once hired
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
Apply To this Job