Assistant Client Manager- P&C accounts

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations and client service.

Responsibilities

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts
• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards
• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing
• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Skills

• College degree required
• Ability to obtain a California Property & Casualty license within 90 days of hire
• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)
• Prior insurance or administrative experience preferred but not required
• Experience with agency management systems and insurance platforms is a plus

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, Cancer 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

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