EPIC Insurance Brokers & Consultants

Location: Hybrid to Mt. Laurel, NJ office.

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 Risk Services/Analytics Assistant will support the Risk Services Manager/Analytics Team and department with assistance in the implementation of service plans for large commercial accounts that will result in a meaningful difference in client’s total cost of risk. They will coordinate the claims advocacy, analytics, risk engineering, and other customized solutions. They will assist in coordinating our customized services as directed by the manager.

ESSENTIAL FUNCTIONS:

This role is responsible for, although not limited to, the following job duties:

• Assist in the coordination of service plan/stewardship reports
• Sets up and maintains client service activity files and filing (electronic), scanning and copying of all required documents
• Maintains proper risk management file regarding requests for reports, materials for reports, final reports, and all associated email and verbal communication
• Maintains claim file documentation including claim notes, correspondence, faxes, and emails in Sagitta and WorkSmart
• Coordinates gathering and conversion of loss runs for claim reports
• Completes review of loss history and prepares loss analysis materials
• Prepares client presentation materials utilizing Microsoft Excel, PowerPoint, Word, Tableau and/or PowerBI
• Assists in the coordination and development of client service materials
• Coordinate the priority and delivery of work products
• Assumes ownership of client and/or EPIC stakeholder concerns and feedback until a resolution is successfully accomplished
• Builds and maintains productive relationships with key internal stakeholders as well as our clients
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Contributes to a team effort by accomplishing related results as needed
• Foster a positive, healthy, quality based, Team environment
• Participate in client meetings in person or via conference/video calls
• Assist in the training of Risk Analysts, Claims Assistants, or other team members as relates to the above job functions
• Performs other related support duties as requested.

ADMINISTRATIVE FUNCTIONS:

• Administer service plan accounts and stewardship reports
• Inputs data into service program logs for NurseFirst, RMC, and others as requested

REPORTS AND DATABASE MANAGEMENT:

• Document client activity in Sagitta and ImageRight system
• Coordinate and complete service reports
• Assist with loss analysis reports

COMPETENCIES REQUIRED:

Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding

Initiating Action: Initiative-taker and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking: Driven by an underlying curiosity and desire to know more about people, things, or issues. This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Relationship Building: Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility, and building rapport with individuals and networks of contacts

Achievement Motivation and Perseverance: Demonstrates a determination to achieve ever-increasing levels of performance. Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves. Maintains a constant focus on exceeding objectives for both the client and Frenkel.

Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections, and conflict.

QUALIFICATIONS:

• 1 year of insurance experience preferable but we are flexible.
• Ability to communicate professionally.
• Ability to work independently
• Must be accurate, detailed, with strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to manage multiple priorities, take direction from multiple sources and prioritize using sound judgement
• Strong organizational skills.
• Excellent diplomacy skills and background in resolving client issues (specifically utilizing analytical skills)
• Strong computer skills including MS office suite, Excel and PowerPoint.

Technology:

• Proficient in Microsoft Office and relevant company proprietary databases

EDUCATIONAL REQUIREMENTS:

• High school diploma required. College degree preferred.

COMPENSATION:

The national average hourly rate for this role is $25.64 - $30.77 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
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

#LI-TM1

#LI-Hybrid

Read Full Description