Coordinate and manage timelines for new business onboarding and annual renewal cycles, ensuring adherence to internal standards and client expectations.
Support exposure data collection, quote specifications, collateral analysis, and preparation of renewal and new business proposals.
Draft and maintain renewal planners, including compiling, updating, and organizing required documentation and deliverables.
Schedule and coordinate annual client meetings, presentations, and follow-up activities.
Bind coverage upon client acceptance and issue appropriate policy documentation.
Prepare and issue client invoices, monitor receivables, and follow up on outstanding balances to prevent policy cancellation.
Maintain organized and compliant client, claims, and governance files in accordance with company and regulatory requirements.
Prepare corporate governance documents including meeting minutes, resolutions, and annual filings.
Interact professionally with insurance regulators and support regulatory submissions as required.
Update and maintain accurate client and policy data within Salesforce and other internal systems.
Prepare reports and presentations for clients and internal management.
Perform other duties and special projects as assigned.

2+ years of experience working in the insurance industry in some capacity.
Eagerness to grow! This role provides a great opportunity for employees to learn and grow in their insurance career.
Strong, professional communication skills – both written and verbal.
Strong administrative skills
a majority of this role will be performing administrative tasks
from scanning documents, to issuing COI's & endorsements, to taking meeting minutes, to tracking reports.
High attention to detail, and the ability to learn and understand software systems quickly.
Adapt well to priority changes, deadlines, and can multi-task and manage projects well.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.

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
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

Insurance Client Services Support Specialist

Key skills