(1) Full-Time Opportunity - Client Services Coordinator (P&C) - Looking for December 2018 Grads!!!
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Participate in the build out and management of our client services platform
Risk Management Reviews
Create Annual Client Services Schedule for each of our accounts
New Client Set Up in Sagitta
Loss Data Analysis
Act as a Liason between the Service Team and both internal and external vendors
Act as the point of contact for clients utilizing various online risk management tools including EPIC Client Portals, Loss Free RX, Quickbase and Think HR
Act as coordinator for special projects including external marketing initiatives and internal organization projects.
May assist in the renewal process, including exposure analysis for client and obtaining renewal exposure information
Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
(2) Commercial Risk Management & Insurance Intern
The Commercial/Risk Management & Insurance Intern will participate in the following activities: Breakfast/lunch/dinner meetings with clients, partners and prospects accompanied by other members of the company
Internal/external business meetings with clients accompanied by other members of the company
Insurance carrier meetings
Professional seminars/industry meetings
Job shadow of all consulting services offered by the company
Research and analyze information relevant to business development
Sit in on claims and litigation calls with consultants, adjusters, legal counsel, etc.
Read and discuss various reports and documents (policy coverage forms, claims details, litigation reports, etc.)
Assist with the development of client presentations
General office procedures including data entry, scanning, collating informational packets, trafficking calls, etc.
Corporate social events such as company picnics/celebrations
Extreme attention to detail; critical thinking and problem solving skills
Excellent communication skills, both verbal and written
Self‐motivated with the ability to work both independently and with a team
Excellent customer service skills to manage both internal and external clients
Proficient with Microsoft Word, Excel and PowerPoint
If interested in either opportunity, please click on link below to complete assessment:
- 1500 EES in 50 Offices Throughout Country
- Top 10 Broker Privately Owned Broker in Country
- Recognized as Top Places to Work in Industry
- EPICNESS Video https://www.epicbrokers.com/epicness/#tabs
- Average account size $1,000,000 Premium
- 15 EES and one of the fastest growing offices within EPIC
- Entrepreneur environment
- Team focused on construction and energy construction throughout US