Description
LOCATION: In-Person role, Melville, NY
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:
EPIC Brokers has an opening for a full-time Commercial Service Assistant position in Melville office. This position assists clients and Commercial Lines Account Managers in the various units on a daily basis as needed, with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various support responsibilities.
Primary responsibilities of the position:
- Prepare insurance documentation including certificates, EPI's, loss runs, policy change requests, and vehicle identification cards
- Processing of Audits and Endorsements per company procedures and with attention to detail
- Obtain quotes from carriers for policy changes
- Set up and maintain client service activity files per company procedures
- Perform other related support duties as requested
- Prepare and print proposals, schedules, and other reports
- Comply with all internal procedures and practices while demonstrating the ability to meet service performance standards
- Billing inquiries
- Contribute to a team effort while also maintaining individual priorities
- Follow quality standards for processing time and data entry
Skills & Requirements:
- One year insurance agency experience preferred but not required
- Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
- Excellent phone and interpersonal skills
- Strong oral and written communication skills
- Ability to work independently, as well as in a team environment, making sound decisions
- Proficient in all Microsoft Office products
- Travel between offices for educational or other mandatory meetings is occasionally required
- Proficiency in organizing tasks and managing time efficiently is required
- Mathematical skills to calculate commissions, percentages and other various figures related to insurance documents
- Must be able to work in a fast-paced environment and determine which tasks are most critical
Educational requirement:
- College degree preferred
- Broker's license is required / can be obtained once hired
COMPENSATION:
The national average hourly rate for this role is $30.77 - $33.33 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, 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.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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