Applied Epic Insurance Associate

Savvital is a dynamic company dedicated to supporting small and medium-sized businesses in the international market by offering tailored solutions that enhance their growth and efficiency. Our team of skilled professionals is passionate about delivering meaningful support that adds real value to our clients’ daily operations. We aim to provide affordable, strategic task delegation services that foster a business environment infused with a human touch.

We are seeking an experienced Applied Epic Insurance Associate with strong hands-on expertise in Applied Epic to support the daily functions of a Property & Casualty (P&C) insurance agency. The ideal candidate will have practical experience managing client records, policy documentation, certificates of insurance, endorsements, renewals, and other critical insurance servicing tasks within Applied Epic. Intermediate to advanced proficiency in Applied Epic is essential, and candidates must demonstrate prior professional use of the system. Those with only beginner-level knowledge or training exposure will not be considered.

Key Responsibilities
- Applied Epic Management: Maintain and navigate client accounts, policy files, activity logs, and documentation within Applied Epic.
- Certificates of Insurance (COIs): Prepare, issue, track, and follow up on COIs, managing high-volume requests with accuracy.
- Policy Servicing: Process endorsements, update client and policy information, ensuring records are accurate and current.
- Quoting & Re-quoting: Collect necessary information, coordinate with carriers, obtain quotes, and assist in preparing insurance proposals.
- Renewal Management: Monitor upcoming renewals, initiate client outreach, gather updated data, coordinate with carriers, and maintain renewal records.
- Documentation & Reporting: Organize digital records, manage insurance documents, and utilize Applied Epic’s reporting and activity-tracking features.
- Producer Support: Manage calendars, schedule appointments, track outstanding tasks, and coordinate follow-ups to assist producers and account managers.
- Client Communication: Respond professionally to client inquiries, coordinate service requests, and ensure timely follow-up on pending items.
- Task Prioritization: Handle multiple requests and deadlines while maintaining accuracy, organization, and high client service standards.

Required Qualifications
- Demonstrated intermediate to advanced proficiency in Applied Epic with practical experience in a professional insurance agency setting.
- Hands-on experience managing client records, policy files, activity logs, and insurance documentation within Applied Epic.
- 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 manage high-volume requests and competing priorities.
- Excellent verbal and written communication skills, especially in client and carrier interactions.
- Keen attention to detail and commitment to maintaining accurate policy records.
- 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.
- 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.

Compensation & Benefits
- 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 seek a detail-oriented, dependable professional who can seamlessly integrate into an established insurance workflow with minimal additional training. The successful candidate will combine strong Applied Epic skills with sound insurance knowledge, professional communication, and a proactive client service approach.