Technical Assistant
Technical Assistant
EPIC Insurance Brokers & Consultants
Albany, New York Metropolitan Area
See who EPIC Insurance Brokers & Consultants has hired for this role
Location: NYC, Midtown, Hybrid
Job Overview: Insurance Assistant for the Brokerage group with excellent customer service. Successful candidate should be a detail-oriented team player with the ability to multitask.
Responsibilities And Duties
Service of all aspects of the placement process utilizing the firm’s agency management system
1-3 years of insurance industry experience preferable
Bachelor's Degree preferred
Proficient in MS suite of products
Location: Hybrid; NYC
The national average salary for this role is $60,000 to $70,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN EPIC?
Job Overview: Insurance Assistant for the Brokerage group with excellent customer service. Successful candidate should be a detail-oriented team player with the ability to multitask.
Responsibilities And Duties
Service of all aspects of the placement process utilizing the firm’s agency management system
- Imputing submissions into agency management system
- Send out renewal solicitations 90 days in advance with corresponding applications
- Following up for renewal submissions, subjectivities and policies
- Generate certificates of Insurance upon request
- Filing using our electronic filing system in accordance with company standards
- Demonstrate familiarity with quote letters and binders from various carriers
- Following up on all inquiries
- Generate Quote letters and binders as needed in IMS (Insurance Management System)
- Update the Quote Input Sheets and IMS as needed
- Ability to use Microsoft Word, Excel and Adobe Acrobat as well as familiarity with quote letters and binders from various carriers
- Basic billing responsibilities – invoicing through IMS – Fees, Audits
- Capturing data for benchmarking
- Handling return premiums, extensions, corrections, cancellations, AP and RPs
- Interface with accounting for premium and revenue payments.
- Manage the issuance of policies
- Following up on any outstanding subjectivities needed to issue the policy
- Correspond with underwriters on to-be manuscripted endorsements
- Complete Surplus Lines Diligences per state and line of business
- Ensure all necessary documentation for surplus lines filings is sent out and filed
1-3 years of insurance industry experience preferable
Bachelor's Degree preferred
Proficient in MS suite of products
Location: Hybrid; NYC
The national average salary for this role is $60,000 to $70,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN EPIC?
- Ranked #17 Top Global Broker by AM Best
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Other -
Industries
Insurance
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