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Epic Insurance Brokers and Consultants

Assistant Client Manger

Addison, TX


The Assistant Client Manager role is an integral and critical member of our client service team responsible for providing exceptional service and delivering excellent business support to the client service teams.  The Assistant Client Manager proactively acquires, assembles, and follows-up on information critical to providing exceptional client service and advocacy for clients and prospects. 


You will find EPIC to be a fast-paced, fun environment and a workplace in which you truly can make a difference.  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.

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  • Enthusiasm and zest for your learning experience
  • Strong verbal and written communication skills
  • Interpersonal Skills – enjoy working with people
  • Service Oriented
  • Willingness to learn and take direction from others
  • Self-motivated
  • Ability to multi-task


  • Services assigned book of business and willingly supports new business engagements alongside client service team
  • Service clients' daily account needs
  • Develop productive business relationships with clients
  • Communicates with clients, responding to inquiries, maintaining documentation of communications in agency management system
  • Meet all quality and timeliness standards in the agency management system while properly documenting all activity
  • Performs other duties or responsibilities as assigned by the company at its discretion

You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant’s knowledge of insurance, finance, sales and marketing

Overall Duties Include:

  • Check and work scanned mail and Agency Management tasks Daily
  • Obtain loss runs and compile loss summaries and schedules, as needed
  • Begin basic proposal and transition the proposal to the other members of the client service team
  • Create certificates of insurance and automobile identification cards
  • Manage the certificate renewal process and ensure accurate issuance throughout policy term
  • Ensure policies are received timely and complete appropriate policy checking and delivery procedures
  • Processes audits and creates required audit analysis
  • Prepares materials for presentations and meetings
  • Maintain open items with internal and external client service team as needed
  • Creates policy summaries and/or schedules of insurance
  • Review contracts for insurance requirements applicable to issuance of certificates of insurance
  • Request and complete various insurance notices and forms
  • Assist with special projects, renewals, and client requests
  • Performs other duties or responsibilities as assigned by the company at its discretion
  • Run monthly reports including expirations, account receivables/payables
  • Setup and maintain client portal
  • Process Notices of Cancellations, Reinstatements, etc.

Personal and Organizational Responsibilities:

  • Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
  • Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
  • Maintain up-to-date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
  • Other duties may be assigned


  • Sagitta
  • ImageRight
  • eCerts
  • Various Carrier Websites
  • Microsoft Office


  • None 



  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
  • Ability to write reports and business correspondence.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
  • Ability to apply concepts of basic algebra


  • Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form


  • College Degree, preferred
  • Must obtain Texas Property and Casualty license within 90 days of date of hire
  • Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
  • 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


  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

While performing the duties of this job, the employee is regularly required to stand, walk, sit,  use hands to finger, handle, or feel, reach with hands and arms, and talk or hear.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.



The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.  There is no or very limited exposure to physical risk.



Client-provided location(s): 14881 Quorum Dr STE 850, Dallas, TX 75254, USA
Job ID: 6133587002
Employment Type: Other