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
Produce Quotes/Binders
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
Billing
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.
Issue Policies
Manage the issuance of policies
Following up on any outstanding subjectivities needed to issue the policy
Correspond with underwriters on to-be manuscripted endorsements
Manage Surplus Lines Filing And Documentation
Complete Surplus Lines Diligences per state and line of business
Ensure all necessary documentation for surplus lines filings is sent out and filed
Qualifications
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!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Insurance
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