Insurance Broker Associate (Non-sales)

Come join our team! There are many reasons why EPIC Insurance Brokers Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. , our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW: This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard plays hard; their teamwork culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, oil gas industries.

This is an exciting opportunity to join a driven, energetic, fun team!

Responsibilities

are to support the Broker/Marketing Account Executive with providing top-notch client services. THIS IS NOT A SALES ROLE. This role assists with producing client submissions, proposals, presentations, insurance summaries reports.

It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying). LOCATION: HYBRID - Birmingham, AL: Role will be fully in-office during training onboarding, then can work 1 day per week from home.

WHAT WE’RE LOOKING FOR

: REQUIRED: At least 1-2+ years of experience working for an insurance agency, broker or carrier. Candidates with strong, professional communication skills. Individuals proficient in Microsoft Excel who can handle frequently running and compiling reports.

High attention to detail, and the ability to learn and understand software systems quickly. Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment. Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO

: A detailed list of job duties includes (but is not limited to): Input client information into Sagitta (agency management software system) Request loss runs Pre-complete renewal schedules and applications Prepare ACORD applications Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports Prepare confirmations of coverage and insurance program charts Coordinate with other staff on certificate-holder list Assist with processing and tracking mid-term endorsement requests Follow up on underwriter subjectivities Assist with program analysis for potential clients Assist with contract review of insurance

Requirements

Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion Assist quoting using insurer’s online platforms where applicable Provide day-to-day support with routine inquires and transactions concerning client Serve as a backup when a broker is out of the office WHAT YOU’LL BRING: Bachelor’s degree preferred, preferably in an insurance-related field Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word Knowledge of agency management system is a plus; Sagitta preferred Commercial property and casualty experience is a plus Licensed property/casualty insurance ag