Assistant Client Manager-Certificate Analyst – EPIC Brokers – Phoenix, AZ

This position supports Account Managers with primary focus on client relations. This position can be remote but will be supporting our west coast office.

Duties and Responsibilities

Service clients’ daily account needs

Create certificates of insurance for offices throughout the U.S. (large daily volume)

Review contracts for insurance requirements applicable to issuance of certificates of insurance

Request and complete various insurance notices and forms

Develop productive business relationships with clients

Assist with special projects, renewals, and client requests

Perform such other duties as may be assigned by the company at its discretion from time to time

Ability to work Pacific time as needed

Knowledge, skills and abilities

Enthusiasm and zest for your learning experience

Strong verbal and written communication skills

Interpersonal Skills – enjoy working with people

Service oriented with great attention to detail

Strong Analytical Skill including advanced knowledge of Microsoft Excel

Willingness to learn and take direction from others

Working knowledge of insurance terms and basic coverage

Ability to work independently and meet deadlines

Credentials and experience:
Bachelor’s degree preferred

1-3 years’ experience in the insurance industry

Property and Casualty license strongly preferred

Ability to obtain Property and Casualty License required.


15th Largest Broker in US

Voted ” Best Place to Work” in the Insurance Industry

Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

Click Here To Apply

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