Commercial Insurance Account Manager (Hybrid)

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals.

What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters giving us a unique and unmatched insight into how A / E firms operate, deliver projects, and manage risks.

With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A / E firms than all other insurance brokers combined.

We've been so successful, that now we're looking to grow our team!

JOB OVERVIEW :

The Commerical Insurance Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions.

While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.

WHAT WE'RE LOOKING FOR :

• REQUIRED : Candidates with current commercial property AND casualty account management experience, preferably at least 5+ years.
• Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
• Location : REQUIRED - This is a hybrid role; qualified candidates must be able & willing to work at least 3 days a week out of our St. Louis, MO office.

WHAT YOU'LL DO :

The Account Manager's main function is to : Provide day to day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients.

A detailed list of job duties include (but are not limited to) :

Handle day to day client issues and questions via phone or email including but not limited to :

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
• Appropriately document customer service transactions
• Handle changes in exposure and manage related endorsement and documentation process
• Forward contract reviews to appropriate resources
• Forward certificate of insurance requests to appropriate resource
• Issue Auto ID Cards as needed
• Create and update account information in the shared database
• Claims reporting
• Assist with processing of invoicing and order financing when appropriate

Proactively manage the insurance renewal and new business process in accordance with EPIC's timing standards.

• Pre complete insurance applications
• Send request for information to clients
• Follow up on collecting information
• Submit information to insurers
• Negotiate policy terms
• Obtain options from competing insurers as needed
• Prepare insurance proposal including analysis and comparison of options (if applicable)
• and present to client (mostly via phone or web)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use agency management system (Sagitta) as appropriate throughout the process

Job Accountability Measures

• Customer satisfaction; retention
• Adherence to established procedures
• Timing and quality of service
• Technical accuracy; attention to detail
• Positive professional attitude; leadership
• Proactive problem solving
• Effective communication
• Personal development
• Avoidance of errors and omissions
• Meet or exceed agreed upon goals

WHAT YOU'LL BRING :

• Full knowledge of Property & Casualty lines of coverage and services
• Recognize problems and respond appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and oral

Education and / or Experience :

• High school diploma or G.E.D. equivalent required. College degree preferred.
• Five or more years' experience in mid-size brokerage working with commercial P&C accounts is required
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Certificates / Licenses :

• Property and Casualty Broker License
• Valid Driver License

COMPENSATION :

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC :

EPIC has over 3,000 employees nationwide and we're growing! It's a great time to join the team and be a part of this growth. We offer :

• Generous Paid Time off
• Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays;

4 early close days; plus additional paid days off

• Generous leave time options : Paid parental leave, pregnancy disability and bonding leave, and organ donor / bone marrow donor leave
• Work-life balance, especially with our standard work weeks being 37.5 hours not 40 hours
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups : Women's Coalition, EPIC Veterans
• Professional growth & development : Mentor Program, Tuition Reimbursement Program
• Unique insurance, such as Pet Insurance and Cancer Insurance
• Additional benefits include (but are not limited to) : 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
• We're a top 10 privately held insurance brokerage
• We've consistently been voted Best place to work in the insurance industry since 2009

EPIC embraces diversity in all its various forms whether it be diversity of thought, background, race, religion, gender, skills or experience.

We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

LI-AT1

LI-HYBRID