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EPIC Insurance Brokers & Consultants · 2 hours ago

Claims Assistant / Associate

11711 North Meridan St, 7th Fl, Carmel, IN 46032

Full-time

Hybrid

New Grad, Entry Level

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Claims Assistant will provide excellent customer service by processing and resolving claims while supporting Claims Advocates in managing Commercial Lines accounts.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Receives and processes information for first report of claim from insured, either by phone or email

Processes claim with carrier or assists insured with gathering data required by company to settle a claim

Sets up and maintains client service activity files and filing (electronic), scanning and copying of all required documents

Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta and ImageRight

Monitors and follows up on outstanding claims, updates accounts as necessary and answers inquiries

Coordinates gathering of loss runs for claim reports

Completes review of claim summary reports and prepares loss analysis materials

Prepares client presentation materials with Microsoft PowerPoint, Word and Excel

Assists in the coordination and development of client service materials for claims and risk control

Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished

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

Performs other related support duties as requested

Filing mail electronically

Entering and maintaining claims logs

Document client activity in Sagitta and ImageRight system

Coordinate and complete Claim Summary Reports

Assist with loss analysis reports

Qualification

Claims processingCustomer serviceAnalytical skillsMS Office SuitePresentation skillsTableauOrganizational skillsProblem-solving skillsCommunication skills

Required

Ability to communicate professionally

Strong analytical and problem-solving skills

Excellent communication and presentation skills

Strong organizational skills

Strong computer skills including MS office suite, Excel and PowerPoint

High school diploma required

Preferred

Experience with Tableau preferred

College degree preferred

Benefits

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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

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.

Founded in 2007