Certificate Analyst

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in Basel, KS
Remote
Junior
Insurance
The Role
The Certificate Analyst position involves supporting Account Managers with client relations, creating certificates of insurance, reviewing contracts, and assisting with client needs and special projects while delivering excellent service and communication.
Summary Generated by Built In

This position supports Account Managers with primary focus on client relations located in our Sandy Springs (Atlanta), Georgia 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 from 10 AM to 6 PM
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

About the Organization:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a 'Best Place to Work' in multiple regions and as a 'Best Place to Work in the Insurance Industry' nationally.

EPIC now has more than 2,600 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $744 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit www.epicbrokers.com

WHY JOIN EPIC? 

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • 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. 

The Company
HQ: San Francisco, California
2,616 Employees
On-site Workplace
Year Founded: 2007

What We Do

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.

Check out our other links for all things EPIC: https://linktr.ee/epicbrokers

Similar Jobs

Vouch Insurance Logo Vouch Insurance

Senior Underwriter - Enterprise

Fintech • Insurance • Financial Services
Remote
United States
200 Employees
120K-180K Annually

Vouch Insurance Logo Vouch Insurance

Senior Actuary

Fintech • Insurance • Financial Services
Remote
2 Locations
200 Employees
160K-175K Annually

Toast Logo Toast

Manager, Internal Audit

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Remote
United States
5000 Employees
115K-184K Annually

Samsara Logo Samsara

Finance & Strategy Manager

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote
United States
2800 Employees
93K-126K Annually

Similar Companies Hiring

Flume Health Thumbnail
Software • Insurance • Healthtech
US
22 Employees
Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
73 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account