EPIC Insurance Brokers & Consultants

Insurance Client Services Support Specialist

EPIC Insurance Brokers & Consultants

full-time

Posted on:

Location Type: Hybrid

Location: Salt Lake City • Utah • United States

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Salary

💰 $34 - $41 per hour

About the role

  • 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.

Requirements

  • 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.
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
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data collectionquote specificationscollateral analysispolicy documentationinvoice preparationreceivables monitoringcorporate governance documentationreport preparationpresentation preparationadministrative tasks
Soft Skills
professional communicationadministrative skillsattention to detailadaptabilitymulti-taskingproject managementteamworkindependencepositive dispositioneagerness to learn