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What You'll Do:

  • Processes applications, policies, and endorsements.
  • Assists clients with policy coverages.
  • Renews and retains assigned accounts.

Service:

  • Establishes and maintains trust with clients.
  • Processes all applications and policies in a timely manner.
  • Informs and educates clients about coverage.

Marketing:

  • Works with Placement Department to transition new business.
  • Submits applications with supporting documentation for renewal marketing.
  • Negotiates premiums with underwriters.

Personal and Organizational Development:

  • Sets priorities and manages workflow.
  • Maintains relations with clients and coworkers.
  • Stays informed regarding industry trends.

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.

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