Commercial Lines Assistant Client Manager

• Request endorsements from carriers or process online when possible.
• Update exposure workbooks and Sagitta with changes.
• Send Auto ID cards and certificates as needed.
• Verify accuracy of endorsements upon receipt; invoice and transmit to client.

• Collect policies and perform first review; notify Client Manager for second review.
• File policies, endorsements, and correspondence in ImageRight.

• Prepare materials for presentations and meetings, as requested.
• Coordinate and attend carrier marketing meetings as needed.
• Stay informed on internal policy and procedural changes, including changes in systems and technologies.

• 1+ years of experience in the insurance carrier or brokerage industry preferred
• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and prior experience with any agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.

• Must obtain Property & Casualty license within 90 days

COMPENSATION: Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data.

This role may also be eligible for bonuses and a comprehensive benefits package.

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing!

It’s a great time to join the team and be a part of this growth.

We offer:

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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