Client Service Coordinator

2 weeks ago


Arlington Heights, Illinois, United States EPIC Brokers Full time
Job Title: Client Service Specialist

Location: Hybrid, Arlington Heights, IL

Job Summary:

The Client Service Specialist plays a vital role in providing administrative support to Account Team Leaders in connection with the insurance renewal process. This includes maintaining client folders, producing client-facing materials, and preparing invoices.

Key Responsibilities:
  • Schedule Renewal Planning Meetings
  • Request loss run reports from carriers and underwriters
  • Draft Renewal Planners, which involves creating, updating, collating, and synthesizing multiple documents and data
  • Prepare client deliverables for all product lines, including E&O, Cyber, and Management Liability
  • Update and maintain client information in Salesforce
  • Respond to client requests for certificates of insurance (COIs)
  • Assist with claims/litigation matters and related information/data
  • Provide support with vendor payables and invoicing
  • Generate reports for account teams and leadership
Requirements:
  • Associate degree required; Bachelor's degree strongly preferred
  • 0-2 years' experience working in a corporate company, insurance industry experience a plus
  • Experience with agency management software (preferably Sagitta and Salesforce) preferred
  • Proficient with MS Word, Excel, and Outlook
  • Strong analytical skills and knowledge of professional liability insurance preferred
Why Join EPIC?

EPIC Brokers is a leading insurance brokerage firm that values diversity and innovation. We offer a dynamic work environment, competitive benefits, and opportunities for growth and development. Join our team and be part of a company that is committed to delivering exceptional results and making a positive impact in the industry.



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