Job Description
About the position
EPIC Brokers has an opening for a full-time Commercial Service Assistant position in Melville office. This position assists clients and Commercial Lines Account Managers in the various units on a daily basis as needed, with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various support responsibilities.
- Responsibilities
- Prepare insurance documentation including certificates, EPI’s, loss runs, policy change requests, and vehicle identification cards
- Processing of Audits and Endorsements per company procedures and with attention to detail
- Obtain quotes from carriers for policy changes
- Set up and maintain client service activity files per company procedures
- Perform other related support duties as requested
- Prepare and print proposals, schedules, and other reports
- Comply with all internal procedures and practices while demonstrating the ability to meet service performance standards
- Billing inquiries
- Contribute to a team effort while also maintaining individual priorities
- Follow quality standards for processing time and data entry
- Requirements
- One year insurance agency experience preferred but not required
- Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
- Excellent phone and interpersonal skills
- Strong oral and written communication skills
- Ability to work independently, as well as in a team environment, making sound decisions
- Proficient in all Microsoft Office products
- Travel between offices for educational or other mandatory meetings is occasionally required
- Proficiency in organizing tasks and managing time efficiently is required
- Mathematical skills to calculate commissions, percentages and other various figures related to insurance documents
- Must be able to work in a fast-paced environment and determine which tasks are most critical
- College degree preferred
- Broker’s license is required / can be obtained once hired
- 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, 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
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