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Casualty Insurance Coordinator

Casualty Insurance Coordinator

EPIC BrokersSan Francisco, CA, US
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Casualty Insurance Coordinator

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are : Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Job Overview

The Casualty Insurance Coordinator (Senior Risk Analyst) position supports brokers and senior brokers, primarily focusing on client relations / administration and service delivery for larger, loss-ratable / sensitive Casualty programs. It is a hybrid role, with three days per week in the office.

Location : San Francisco - Hybrid

What You'll Do

A detailed list of job duties includes (but is not limited to) :

  • Coordinate and ability to issue certificates of insurance and auto-identification cards
  • Create, issue and track invoices, ensuring timely payment and remittance
  • Request and complete various insurance notices and forms
  • Create schedules of insurance and program schematics
  • Assist with the coordination and collection of renewal data and preparation of insurance submissions
  • Assist with special projects and client requests
  • Perform such other duties as may be assigned by the company at its discretion from time to time

What You'll Bring

  • Strong written and verbal communication skills and organizational skills
  • Close attention to detail
  • Strong interpersonal skills to foster relationships with colleagues, insurance carrier underwriting and processing departments, and clients
  • Ability to work independently and meet deadlines
  • Ability to prioritize and manage multiple projects / assignments and communicate with team members across various offices
  • Desire to work in a collaborative, team-oriented environment
  • Credentials and Experience

  • Associate or Bachelor's Degree is desirable
  • Working knowledge of insurance terms and basic coverage
  • 2+ years of insurance industry experience
  • Strong skillset in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
  • Property & Casualty Broker's License
  • Compensation

    The national average salary for this role is $90,000 - $130,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

    Why EPIC

    EPIC has over 60 offices and 3,000 employees nationwide and we're growing! It's a great time to join the team and be a part of this growth. We offer :

  • Generous Paid Time off
  • 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!)
  • Employee Resource Groups : Women's Coalition, EPIC Veterans Group
  • Professional growth & development : Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to) : 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50 / 50 Work Culture : EPIC fosters a 50 / 50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property / casualty agencies according to "Insurance Journal"
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    Insurance Coordinator • San Francisco, CA, US

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