Insurance Associate

• Navigate and maintain client accounts, policy files, activity logs, and documentation within Applied Epic
• Prepare, issue, track, and follow up on certificates of insurance, including high-volume requests
• Process policy endorsements and update client and policy information
• Gather information, coordinate with carriers, obtain quotes, and assist with insurance proposals
• Monitor upcoming renewals and initiate proactive client outreach
• Gather updated renewal information, coordinate with carriers, and maintain renewal documentation
• Maintain organized digital records and manage insurance documents
• Use Applied Epic reporting and activity-tracking features
• Manage calendars, schedule appointments, track outstanding tasks, and coordinate follow-ups for producers and account managers
• Respond to client inquiries, coordinate service requests, and follow up on outstanding items
• Manage multiple requests and deadlines while maintaining accuracy, organization, and client service standards

• Demonstrated intermediate to advanced proficiency in Applied Epic, with practical experience in a working insurance agency environment
• Hands-on experience managing client records, policy files, activity logs, and insurance documentation within Applied Epic
• Working knowledge of certificate issuance, certificate holder management, endorsements, renewals, and policy servicing workflows
• Experience with insurance quoting, re-quoting, carrier coordination, and proposal preparation
• Understanding of Property & Casualty (P&C) insurance operations
• Strong organizational skills and ability to manage high-volume requests and competing priorities
• Excellent verbal and written communication skills, particularly when communicating with clients and insurance carriers over the phone
• Strong attention to detail and commitment to maintaining accurate policy records and documentation
• Ability to work independently, track follow-ups, and meet deadlines in a fast-paced environment
• Previous experience supporting US-based P&C insurance agencies
• Experience handling high-volume COI requests and managing certificate holders in Applied Epic
• Familiarity with Applied Epic reporting, document management, and renewal activity tracking
• Previous experience providing administrative and operational support to insurance producers or account managers
• Practical, day-to-day Applied Epic experience beyond basic navigation or introductory training; candidates with no prior experience, beginner-level proficiency, or training-centre exposure only will not be considered

• Premium Internet allowance
• Electricity allowance
• Wellbeing allowance
• Annual performance-based increments
• Structured career progression
• Individual performance-based bonuses
• Team-based target bonuses