02/19/2025
Overview
This position is responsible for assisting in all phases of client relationship management and retention strategies, with a focus on service and delivery of EPIC resources to our large account clients. EPIC is looking for a self-motivated, high energy and well-organized expert to join our team.
Location:
This role requires a hybrid work schedule either out of our Newport Beach or LA office.
Duties & Responsibilities
Know our client’s business, goals, and objectives
Work with our Client Advocate to develop risk management strategies that are key to the client’s business, goals, and objectives
Work with the core service team to manage service delivery and ensure quality levels are met
Manage and Maintain: Certificates of Insurance, Auto ID Cards, Posting Notices, Invoicing, Policy Management, Schedules of Insurance, Shared Drive and Shared Portals, Expiration Lists, Checklists
Contract Review
Coverage Knowledge and Technical Abilities:...
EPIC Insurance Brokers & Consultants
Los Angeles, CA, USA