Commercial Insurance Account Manager
EPIC Brokers
Commercial Insurance Account ManagerCome 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 New York City and founded in 2007, our company has over 4,000 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 Commercial Insurance Account Manager will be part of our division that specializes in large accounts for clients in the senior living industry. The 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. 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.LOCATION: Alpharetta or Sandy Springs, GA - Hybrid, 3 days a week in-officeWHAT WE'RE LOOKING FOR:Experience working for an insurance agency, broker or carrier is required (at least 5+ years of commercial insurance industry experience). Experience working for or with mid-size to large firms, and experience working company risk, contracts, underwriting, and/or insurance policies or claims is also preferred.Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.High attention to detail, and the ability to learn and understand software systems quickly.Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.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 (that aren't often black & white), and who aren't afraid to sell the company's expertise and services to clients.Experience working with senior living and/or human services clients preferredWHAT YOU'LL DO:Answer client questions and resolve client problemsProcess and follow up on cancellation notices by insurers to ensure accurate and timely resolutionAppropriately document customer service transactionsHandle changes in exposure and manage related endorsement and documentation processForward contract reviews to appropriate resourcesForward certificate of insurance requests to appropriate resourceIssue Auto ID Cards as neededCreate and update account information in the shared databaseClaims reportingAssist with processing of invoicing and order financing when appropriateProactively manage the insurance renewal and new business process in accordance with EPIC's timing standards.Pre?complete insurance applicationsSend request for information to clientsFollow?up on collecting informationSubmit information to insurersNegotiate policy termsObtain options from competing insurers as neededPrepare insurance proposal including analysis and comparison of options (if applicable)Prepare documentation including invoicing and confirmation of coverageReview and email policies to clientsUse agency management system (Sagitta) as appropriate throughout the processWHAT YOU'LL BRING:Must have 5+ years of experience in working with an Insurance Brokerage.Experience in placing insurance for senior living clients is highly desirable.Must have advanced working knowledge of a variety of Microsoft Office computer software applications in 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.Educational requirement :Bachelor's degree preferred - experience equivalent will be consideredBroker's P&C license is requiredInsurance designation preferredCOMPENSATION:Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.WHY EPIC:Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First FoundationWe're in the top 10 of property/casualty agencies according to "Insurance Journal"
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