Assistant Client Manager- P&C accounts

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!

Location: This role will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Overview

EPIC Insurance Brokers & Consultants is a fast‑paced, collaborative environment where you can grow your career while making a meaningful impact. The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.

This role is ideal for someone who is service‑oriented, eager to learn, and enjoys working with people in a dynamic team environment.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting

Technical & Analytical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)

Education & Experience

• College degree required
• Ability to obtain a California Property & Casualty license within 90 days of hire
• Prior insurance or administrative experience preferred but not required
• Experience with agency management systems and insurance platforms is a plus

Physical Demands

• Ability to sit, stand, walk, and use hands for computer and document handling
• Occasionally lift or move up to 10 pounds
• Vision requirements include close vision and ability to focus

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 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, Cancer 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. 

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