Business Development Specialist-Complex Commercial

ACCOUNT MANAGER JOB DESCRIPTION

Join EPIC for an energizing and dynamic work environment where you’ll truly make an impact! This is an outstanding opportunity to accelerate your career in commercial insurance, working closely with a top-performing business developer.

You will play a vital role in supporting a key producer who manages an expanding portfolio of commercial insurance clients.

This role offers hands-on experience in business production, account management, and exposure to a global client base. With multinational clients spanning across London, India, Turkey, Japan, Bermuda, and Europe, you’ll engage with a diverse range of partners and industries.

Mentorship and on-the-job training will empower you to grow your knowledge in insurance, finance, client service, sales, and marketing.

If you’re looking to develop professionally in a fast-paced, team-oriented setting, this is the perfect opportunity to sharpen your skills while making meaningful contributions.

Overall Duties Include

• Maintain Producer account compensation organizer; verify that all fees are collected
• Maintain organized and efficient Producer Team calendar
• Manage Annual Renewal Strategy Process on every account
• Manage Annual Stewardship Process / Meeting on $100K+ Accounts
• Organize and manage Monthly Open Items Meetings on $100K+ Accounts

Service

• Coordinate EPIC team members content and art / prose for customized written materials, presentations, RFP responses.
• Assist Producer in conceptualizing and planning quarterly client / prospect events. Tactical aspects of partnering with law / accounting / underwriting partners to share in the cost as well as the invitees with law / accounting / strategy firms and insurers when appropriate and useful.

Collaborate with Marketing & Communications colleagues in executing the vision, content, and logistics

• Identify Howden One offices, Producers, accounts and prospects to drive inward-bound opportunities
• Strategize with Producer on prioritization of suspects and early-stage prospects, engagement strategy and execution
• Maintain ownership and strategy for Producer social media (LinkedIn) presence, content and engagement
• Research industries where Producer and EPIC perform well, identifying and prioritizing new suspects and targets. Present to Producer and AM on weekly basis where top 5 targets become suspects
• Second-level research on Top 5 identifies suspects, aimed at further refinement of Prospect list, coordinating and presenting content to Producer and SA to determine sales process on each
• Coordinate with AM and EPIC resources on written materials for presentations, RFP responses etc. on a tactical and administrative level (print / bind in house and FedEx office when necessary)
• Other duties may be assigned

Personal & Organizational Responsibilities

• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product / program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Other duties may be assigned

Requirements :

• College Degree or equal to experience (2-4 years of insurance industry experience)
• Current / Active Georgia Property & Casualty license (or willingness to obtain within 90 days)
• Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
• Proficiency in Salesforce and LinkedIn
• Must be able to work in a fast paced environment with demonstrated ability to juggle multiple competing tasks and demands

WHY JOIN US?

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
5 days ago