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 conduct 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 and coordinate service requests
• Manage multiple requests and deadlines while maintaining accuracy and client service standards

• Demonstrated intermediate to advanced proficiency in Applied Epic
• Practical, day-to-day experience using Applied Epic in a professional 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 with clients and insurance carriers over the phone
• Strong attention to detail and commitment to 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 preferred
• Experience handling high-volume COI requests and managing certificate holders in Applied Epic preferred
• Familiarity with Applied Epic reporting, document management, and renewal activity tracking preferred
• Previous administrative and operational support experience for insurance producers or account managers preferred

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