SUMMARY:

The Administrative Specialist supports the client account teams by managing the client renewal process including, but not limited to maintaining client folders, producing client facing material and deliverables and preparing invoices. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Schedule Renewal Planning Meetings
• Request loss run reports from the various carriers and/or underwriters
• Draft Renewal Planner which entails creating, updating and gathering multiple documents
• Update/maintain Principal Calendar with client meetings, events etc.
• Prepare client deliverables for Cyber and Management Liability
• Maintain the claims folder (process, save and update client teams)
• Update and maintain client information in Salesforce
• Respond to client requests for certificates of insurance (COIs)
• Monitor claims email box and maintain the Claims folder
• Assist with event coordination (Major Firms, Best Practices, etc.)
• Provide support with vendor payables
• Generate reports for account teams and leadership as needed
• Other administrative duties as needed

KEY COMPETENCIES:

• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and oral;
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

EDUCATION and EXPERINCE:

• High school diploma or G.E.D. equivalent required. College degree preferred
• One to three years’ experience in the professional services industry
• Experience with agency management software (preferably Sagitta and Salesforce) preferred
• Proficient with MS Word, Excel and Outlook
• Strong analytical skills and knowledge of professional liability insurance preferred

 Ability to travel independently to clients; some air travel may be required.

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. 

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