ABOUT THE COMPANY
Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that add real capacity to a client's workday.
Our mission is to provide affordable solutions to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs.
ABOUT THE ROLE
We are looking for an experienced Applied Epic Insurance Associate with strong hands-on proficiency in Applied Epic to support the daily operations of a Property & Casualty (P&C;) insurance agency.
The adecuado candidate will have practical experience managing client records, policy documentation, certificates of insurance, endorsements, renewals, and other essential insurance servicing tasks within Applied Epic.
Intermediate to advanced Applied Epic proficiency is mandatory for this role.
Candidates must have prior hands-on experience using the system in a professional insurance agency environment. Applicants with beginner-level knowledge or exposure limited to training will not be considered.
Key Responsibilities
• Applied Epic Management: Navigate and maintain client accounts, policy files, activity logs, and documentation within Applied Epic.
• Certificates of Insurance (COIs): Prepare, issue, track, and follow up on certificates of insurance, including handling high-volume requests and maintaining accuracy.
• Policy Servicing: Process policy endorsements, update client and policy information, and ensure records remain accurate and up to date.
• Quoting & Re-quoting: Gather required information, coordinate with carriers, obtain quotes, and assist with preparing insurance proposals.
• Renewal Management: Monitor upcoming renewals, initiate proactive client outreach, gather updated informa
📌 Applied Epic Insurance Associate (Lima)
🏢 Savvital
📍 Lima