LOCATION: Part-Time, 20 hours a week, In-Office, Needham, MA
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients’ regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you’re looking for in your next career? Then consider joining our amazing team!

Skills & Qualifications:

• High school diploma. College degree a plus.
• Minimum of 1-year administrative support experience required.
• Excellent phone, written and interpersonal skills.
• Strong ability to learn new technology and systems.
• Proficient in Microsoft Office, use of office machines such as multiline phone systems, fax/copier/scanner and mail machine.
• Professional appearance and demeanor.
• Exceptional customer service skills; tactfulness and consideration in dealing with a diverse group of people and personalities.
• Ability to multitask in a fast-paced environment with minimum supervision

• Reception – Professionally administers all incoming calls and ensures phone calls are redirected accordingly.
• Serves as the first point of contact for clients, prospects and visiting team members on the phone as well as in person.
• Identify, process and distribute all mail including electronic mail and faxes via leading technology mail processing systems in a timely manner.
• Processing incoming and outgoing mail including USPS and FedEx.
• Coordinate scheduling of conference room(s) and act as Office Administrator for Envoy Reservation Application
• Opens and closes front desk/reception area during core business hours (locking and unlocking doors and switching phones into day/night mode).
• Maintain a neat and clean reception area and posts appropriate signs/outgoing voice messaging for office closures, holiday hours, etc.
• Assists with other related clerical duties such as photocopying, faxing, filing, collating, and scanning documents.
• Order office supplies and maintain inventory and organization of supply room.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Liaison with building management/facilities as needed.
• Commercial & Personal Lines Support:
• Coordinates with vendors as needed to obtain necessary data for analysis.
• Access carrier websites on a daily basis to download policies, endorsements, etc. issued by carriers and distribute to appropriate servicer via IR Tasks or save to account files under appropriate naming convention.
• Assist Account teams with printing and collating of documents for client meetings as needed.
• Stamp new vehicle paperwork for commercial lines clients and coordinate processing of RMV transactions at the Registry of Motor Vehicles via courier service.
• Contributes to a team effort by assisting in other related areas as needed such as loss runs, flood zone determinations, auto id cards, Workers Compensation modification worksheets, etc.

Skills & Qualifications:

• High school diploma. College degree a plus.
• Minimum of 1-year administrative support experience required.
• Excellent phone, written and interpersonal skills.
• Strong ability to learn new technology and systems.
• Proficient in Microsoft Office, use of office machines such as multiline phone systems, fax/copier/scanner and mail machine.
• Professional appearance and demeanor.
• Exceptional customer service skills; tactfulness and consideration in dealing with a diverse group of people and personalities.
• Ability to multitask in a fast-paced environment with minimum supervision.