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Insurance Client Service Coordinator

2720 3rd Avenue South Suite 100, Birmingham, AL 35233

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:

The Insurance Client Service Coordinator role is a great opportunity to get one's foot in the door to a career in the insurance industry! This position interacts with customers and employees as the first point of contact to provide requested information, and assists with other projects as needed by different business lines. 

 

WHAT WE’RE LOOKING FOR:

  • Curiosity and an eagerness to learn! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter & enjoy variety in their work.
  • Eagerness to grow! While there is a lot to teach and learn in this role, it also provides a great opportunity for employees to learn what their insurance career opportunities are, and grow into those career paths in time. 
  • Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
  • High attention to detail, and the ability to learn and understand software systems quickly.
  • Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
  • Positive and outgoing disposition, eager to work as a team but also functions well working independently.
  • Candidates able to work full-time in our Birmingham, AL office – 5 days a week (Monday – Friday). (Exact address is: 2720 3rd Avenue South, Birmingham, AL 35233)

 

WHAT YOU'LL DO:

A detailed list of job duties include (but are not limited to):

  • Provide support to Account Coordinators in the processing of commercial lines insurance policies 
  • Entering information into the agency management system 
  • Requesting and processing policy change requests 
  • Issuing certificates of insurance, evidence of property, and auto identification cards 
  • Responsibility for processing audits, endorsements, cancellations and other non-renewal items including checking/verifying coverages and entering complete detail into Sagitta 
  • Create Page Marks & Page Descriptions in Imaging System 
  • Print schedules needed as part of renewal marketing process 
  • Issue Bonds 
  • Order Motor Vehicle Reports for Company Use 
  • Direct accountability for researching and resolving customer inquiries as it relates to policyholder maintenance. 

 

WHAT YOU'LL BRING: 

  • High school graduate or equivalent required
  • Prior customer service, office administration, and/or insurance experience is required; 
  • A current Insurance Property & Casualty license is necessary OR you must be willing and able to obtain this license within 90 days of hire 
  • Excellent written and verbal communication skills 
  • Proficiency with Microsoft products 
  • Previous Agency Management systems experience a plus, Vertafore/Sagitta preferred 
  • Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred 
  • Must be detail oriented, excel in a fast-paced environment, able to meet deadlines, work with a sense of urgency and have excellent customer service skills 

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 is approaching approximately 5,000 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
    • Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early-close days; plus additional paid days off
  • 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
  • Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans
  • Professional growth & development: Mentor Program, Tuition Reimbursement Program
  • Unique insurance, such as Pet Insurance and Cancer Insurance
  • Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
  • We’re a top 10 privately held insurance brokerage
  • We’ve consistently been voted “Best place to work” in the insurance industry since 2009

 

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. 

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