Claims Assistant / Associate

LOCATION: Hybrid to Carmel, IN

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

Claims Assistants provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships through working to understand client needs and providing solutions that effectively protect the client’s risks.  In this role, the Claims Associate will be responsible for to support Claims Advocates in the servicing and managing a diverse book of Commercial Lines accounts.    

ESSENTIAL FUNCTIONS: 
This role is responsible for, although not limited to, the following job duties:
•    Receives and processes information for first report of claim from insured, either by phone or email
•    Processes claim with carrier or assists insured with gathering data required by company to settle a claim
•    Sets up and maintains client service activity files and filing (electronic), scanning and copying of all required documents
•    Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta and ImageRight
•    Monitors and follows up on outstanding claims, updates accounts as necessary and answers inquiries
•    Coordinates gathering of loss runs for claim reports
•    Completes review of claim summary reports and prepares loss analysis materials
•    Prepares client presentation materials with Microsoft PowerPoint, Word and Excel
•    Assists in the coordination and development of client service materials for claims and risk control 
•    Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished
•    Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
•    Contributes to a team effort by accomplishing related results as needed
•    Performs other related support duties as requested.

ADMINISTRATIVE FUNCTIONS:
•    Filing mail electronically
•    Entering and maintaining claims logs 

REPORTS AND DATABASE MANAGEMENT:
•    Document client activity in Sagitta and ImageRight system.
•    Coordinate and complete Claim Summary Reports.
•    Assist with loss analysis reports. 

QUALIFICATIONS: 
•    Ability to communicate professionally. 
•    Strong analytical and problem-solving skills.
•    Excellent communication and presentation skills.
•    Strong organizational skills.
•    Strong computer skills including MS office suite, Excel and PowerPoint.  Experience with Tableau preferred.

EDUCATIONAL REQUIREMENTS:
•    High school diploma required.  College degree preferred. 

COMPENSATION: 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 EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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