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Insurance Technical Assisant

1140 Avenue of the Americas 8th Floor, New York, NY 10036

Location: New York City office, Hybrid

Job Overview: Insurance Assistant for the Brokerage group with excellent customer service. Successful candidate should be a detail-oriented team player with the ability to multitask.

Responsibilities and Duties:

Service of all aspects of the placement process utilizing the firm’s agency management system

  • Imputing submissions into agency management system
  • Send out renewal solicitations 90 days in advance with corresponding applications
  • Following up for renewal submissions, subjectivities and policies
  • Generate certificates of Insurance upon request
  • Filing using our electronic filing system in accordance with company standards
  • Demonstrate familiarity with quote letters and binders from various carriers
  • Following up on all inquiries

Produce Quotes/Binders:

  • Generate Quote letters and binders as needed in IMS (Insurance Management System)
  • Update the Quote Input Sheets and IMS as needed
  • Ability to use Microsoft Word, Excel and Adobe Acrobat as well as familiarity with quote letters and binders from various carriers

Billing:

  • Basic billing responsibilities – invoicing through IMS – Fees, Audits
  • Capturing data for benchmarking
  • Handling return premiums, extensions, corrections, cancellations, AP and RPs
  • Interface with accounting for premium and revenue payments.

Issue Policies:

  • Manage the issuance of policies
  • Following up on any outstanding subjectivities needed to issue the policy
  • Correspond with underwriters on to-be manuscripted endorsements

Manage Surplus Lines filing and documentation:

  • Complete Surplus Lines Diligences per state and line of business
  • Ensure all necessary documentation for surplus lines filings is sent out and filed

Qualifications:

 2-5 years of insurance industry experience preferable

 Bachelor's Degree preferred  

 Proficient in MS suite of products

 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 JOIN EPIC? 

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

#LI-TM1 #LI-Hybrid

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