Posted Oct 17, 2026 14 views
Savvital is a dynamic organization dedicated to supporting small and medium-sized businesses in the international market through tailored solutions. Our team of skilled professionals is passionate about delivering services that enhance clients’ daily operations. We focus on providing affordable, strategic task delegation to help growing companies thrive, fostering a business environment enriched with a human touch.
Key Responsibilities
- Manage client accounts, policy files, activity logs, and documentation within Applied Epic with accuracy and efficiency.
- Prepare, issue, track, and follow up on Certificates of Insurance (COIs), handling high volumes while ensuring precision.
- Process policy endorsements, update client and policy information, and maintain up-to-date records.
- Coordinate quoting and re-quoting processes by gathering information, liaising with carriers, and assisting in proposal preparation.
- Monitor policy renewals, proactively contact clients, collect updated information, coordinate with carriers, and maintain renewal documentation.
- Maintain organized digital records and utilize Applied Epic’s reporting and activity-tracking features effectively.
- Provide administrative support to producers and account managers by managing calendars, scheduling appointments, tracking tasks, and coordinating follow-ups.
- Respond professionally to client inquiries, coordinate service requests, and ensure timely resolution of outstanding items.
- Prioritize multiple requests and deadlines while maintaining high standards of accuracy, organization, and client service.
Required Qualifications
- Intermediate to advanced proficiency in Applied Epic with demonstrated hands-on experience in a professional insurance agency environment.
- Practical experience managing client records, policy files, activity logs, and insurance documentation within Applied Epic.
- Solid understanding of certificate issuance, certificate holder management, endorsements, renewals, and policy servicing workflows.
- Experience with insurance quoting, re-quoting, carrier coordination, and proposal preparation.
- Knowledge of Property & Casualty (P&C) insurance operations.
- Strong organizational skills with the ability to handle high-volume requests and competing priorities efficiently.
- Excellent verbal and written communication skills, particularly in client and carrier interactions via phone.
- High attention to detail and commitment to maintaining accurate policy records and documentation.
- Ability to work independently, track follow-ups, and meet deadlines in a fast-paced environment.
Preferred Qualifications and Benefits
- Previous experience supporting US-based P&C insurance agencies.
- Proven ability to manage high-volume COI requests and certificate holder information within Applied Epic.
- Familiarity with Applied Epic’s reporting, document management, and renewal tracking features.
- Experience providing administrative and operational support to insurance producers or account managers.
Compensation and Benefits
- Competitive base salary commensurate with experience.
- Allowances for premium internet, electricity, and wellbeing.
- Annual performance-based salary increments and structured career growth opportunities.
- Individual and team-based performance bonuses.
Candidates must demonstrate practical, day-to-day Applied Epic experience beyond basic navigation or training. Those without hands-on Applied Epic proficiency will not be considered. We seek a detail-oriented, dependable professional who can seamlessly integrate into our insurance operations with minimal training, combining strong system skills with excellent client service and communication.
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