Client Service Coordinator


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.

  • 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


You will be involved in various activities which may include 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 mentors will be assigned to further develop Account Coordinator's knowledge of insurance, finance, sales and marketing.

Overall Duties Include:

  • Certificate/Evidence of Insurance Request processing
  • Follow up on Notices of Cancellation
  • Auto ID Card Issuance
  • Policy Change Requests
  • Check Mailbox Daily
  • Online Rating for new Business and renewal as directed by AM or Producer
  • Manage Communication Log
  • Follow up for Renewal Policy Issuance
  • Draft Renewal Summaries for review
  • Binders
  • Invoicing and premium financing
  • Update Sagitta
  • Obtain Letters of Experience
  • Paperless Filing
  • Process in-coming mail daily
  • Actively manage open activities


  • Process applications, policies, endorsements, incoming mail, binders, schedules, certificates, evidences, and other items related to the servicing of client accounts in a timely and accurate manner
  • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
  • Other duties may be assigned

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


  • None



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


  • 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.


  • Preferred to have a College Degree
  • Must obtain Michigan 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.



  • 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. An Equal Opportunity/Affirmative Action Employer.


First-Line Supervisors of Office and Administrative Support Workers

Job type

Full time

EPIC Brokers
Salary Range
$26,000.00 - 40,000.00
per Year
Salary range estimated by
Grand Rapids, MI 49501, US
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