Birmingham, AL30+ days ago
WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): Input client information into Sagitta (agency management software system) Request loss runs Pre-complete renewal schedules and applications Prepare ACORD applications Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports Prepare confirmations of coverage and insurance program charts Coordinate with other staff on certificate-holder list Assist with processing and tracking mid-term endorsement requests Follow up on underwriter subjectivities Assist with program analysis for potential clients Assist with contract review of insurance requirements Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion Assist quoting using insurer's online platforms where applicable Provide day-to-day support with routine inquires and transactions concerning client Serve as a backup when a broker is out of the office WHAT YOU'LL BRING: Bachelor's degree preferred, preferably in an insurance-related field Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word Knowledge of agency management system is a plus; Sagitta preferred Commercial property and casualty experience is a plus Licensed property/casualty insurance agent/broker license; if not already licensed, EPIC will provide the opportunity to get licensed 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. We offer: Generous Paid Time off 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!)