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Senior Analyst

Company: EPIC Insurance Brokers & Consultants
Location: San Francisco
Posted on: January 16, 2022

Job Description:


This position supports brokers and senior brokers, primarily focusing on client relations/administration and service delivery. This role can be hybrid or remote, with a strong preference for the west coast time zone.

Duties & Responsibilities

  • Coordinate the issuance of certificates of insurance and auto-identification cards
  • Issue invoices, ensure timely payment and remittance
  • Request and complete various insurance notices and forms
  • Coordinate the collection of renewal data and prepare insurance submissions
  • Create schedules of insurance and program schematics
  • Complete initial policy reviews
  • Review and transmit policy endorsements
  • 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
    Qualified Candidates Must Possess The Following Skills
    • Strong written and verbal communication skills and organizational skills
    • Close attention to detail
    • Strong analytical and problem-solving skills
    • Functional understanding of language affecting certificates of insurance
    • 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
    • Ability to learn and grasp concepts quickly
      Credentials And Experience
      • Associate's or Bachelor's Degree is desirable
      • Working knowledge of insurance terms and basic coverage
      • 3+ years of insurance industry experience a strong plus
      • Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
      • Broker's License a strong plus (can be obtained post-hire)
        WHY JOIN US?
        • 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.

Keywords: EPIC Insurance Brokers & Consultants, San Francisco , Senior Analyst, Professions , San Francisco, California

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