Insurance Policy Specialist

3 days ago


San Francisco, California, United States EPIC Brokers Full time
About the Position

We are looking for an experienced Client Manager to join our Commercial Lines team at EPIC Brokers. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth. The successful candidate will have a strong understanding of Property Casualty lines of coverage and services.

Duties and Responsibilities
  1. Process applications, policies, endorsements, binders, certificates, audit requests, and other items related to client servicing;
  2. Assist clients with policy coverage, exclusions, and related questions;
  3. Conduct renewal process with oversight of Producers or Account Executives;
  4. Maintain client files in appropriate systems;
Qualifications
  • High school diploma or G.E.D. equivalent required;
  • Two or more years of experience in mid-size brokerage or carrier;
  • Working knowledge of a variety of Microsoft Office computer software applications;
  • Strong interpersonal communication skills, both written and oral;


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