Experienced Insurance Account Manager (Commercial P&C)

Come join our team!

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!

JOB OVERVIEW :

The Account Manager will be a 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.

Experience servicing real estate clients, tech firms, and other professional services firms is a plus.

• 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 - Must be able to work at least 3 days a week out of our Duluth, GA 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) :

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
• Services client accounts with oversight of Producers or Account Executives, which includes research / analysis and handling of client questions on coverage and other policy / contractual issues.

Makes routine policy adjustments.

Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.

g., reviews census / experience data, contractual requirements for insurance), strategizes with Producer / Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder.

• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepares billing and provides standard office / administrative support.

Service

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.

Marketing

• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide other technical support in the sales process as needed.
• Other duties may be assigned.

Personal and Organizational Development

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.
• 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.
• Work effectively to resolve problems or enhance service in a timely manner.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Ensure expert knowledge is maintained.

Supervisory Responsibilities :

N / A

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.
• Three or more years' experience in mid-size brokerage; prefer at least 5+ years of experience
• 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 :

• Georgia 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
24 days ago