Applied Epic Insurance Associate

Savvital is an innovative organization committed to empowering small and medium-sized businesses worldwide by delivering tailored solutions that improve operational efficiency. Our team of dedicated professionals focuses on providing affordable, strategic task delegation to help growing companies succeed. We strive to create a business environment enriched with personalized service that addresses the unique requirements of each client. We are currently looking for an experienced Applied Epic Insurance Associate to join our team and support the daily operations of a Property & Casualty (P&C) insurance agency. The ideal candidate will have strong hands-on experience with Applied Epic, managing client records, policy documentation, certificates of insurance, endorsements, renewals, and other critical insurance servicing functions.

Key Responsibilities
- Accurately manage client accounts, policy files, activity logs, and documentation within Applied Epic.
- Prepare, issue, track, and follow up on certificates of insurance (COIs), handling a high volume of requests with precision.
- Process policy endorsements, update client and policy information, ensuring all records remain current and accurate.
- Coordinate with insurance carriers to obtain information, quotes, and assist in preparing insurance proposals through quoting and re-quoting activities.
- Monitor upcoming policy renewals by proactively contacting clients, collecting updated information, coordinating with carriers, and maintaining renewal documentation.
- Maintain organized digital records and utilize Applied Epic’s reporting and activity-tracking tools effectively.
- Support producers and account managers by managing calendars, scheduling appointments, tracking outstanding tasks, and coordinating follow-ups.
- Communicate professionally with clients, respond promptly to inquiries, coordinate service requests, and ensure timely follow-up on pending 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 practical, hands-on experience in a professional insurance agency setting.
- Proven ability to manage client records, policy files, activity logs, and insurance documentation within Applied Epic.
- Working knowledge of certificate issuance, certificate holder management, endorsements, renewals, and policy servicing workflows.
- Experience with insurance quoting, re-quoting, carrier coordination, and proposal preparation.
- Solid understanding 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.
- Keen 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.
- Applied Epic experience is mandatory; candidates must demonstrate practical, day-to-day use beyond basic navigation or training. Beginner-level or training-only experience will not be considered.

Preferred Qualifications and Benefits
- Previous experience supporting US-based P&C insurance agencies.
- Experience managing high-volume COI requests and certificate holders within Applied Epic.
- Familiarity with Applied Epic reporting, document management, and renewal activity tracking.
- Prior experience providing administrative and operational support to insurance producers or account managers.
- Competitive base salary commensurate with experience.
- Allowances for premium internet, electricity, and wellbeing.
- Annual performance-based salary increments and structured career progression opportunities.
- Bonuses based on individual performance and team targets.

We are seeking a detail-oriented, reliable professional who can quickly integrate into an established insurance workflow with minimal training. The successful candidate will combine strong Applied Epic expertise with comprehensive insurance operations knowledge, professional communication skills, and a proactive approach to client service.