Commercial Insurance Account Manager - Specialty Programs & Certificates

Commercial Insurance Account Manager - Specialty Programs & Certificates

This team is based in the Atlanta, GA area & all work from home, but come into the Atlanta (Sandy Springs) office as needed for team & client meetings. The team works hard & plays hard; their teamwork & culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is 100% working with sports-related clients and is a mix of professional sport teams, franchises, organizations, and amateur sport teams and organizations as well. This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members!

The Account Manager's main responsibilities are to support the broker with providing top-notch client services, as well as be the primary individual responsible for the team's proprietary COI (Certificates) system & COI requests, as well as the team's Specialties Program (high-volume of purchased products). This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).

LOCATION: REMOTE - But candidates are recommended to live in the Greater Atlanta GA area and be willing & able to drive to EPIC's Sandy Springs GA office as needed for meetings

WHAT WE'RE LOOKING FOR:

• 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.
• HIGHLY RECOMMENDED: At least 1+ year of experience working for an insurance agency, broker or carrier OR a recent Risk Management / Insurance bachelor's degree.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.

WHAT YOU'LL DO:

A detailed list of job duties includes (but is not limited to):

Responsible for the day-to-day management of the EPIC Sports customized certificate issuance system

• Communicate with Insureds and certificate holders (municipalities, venue owners, etc.) to assess certificate needs and ultimate issuance
• Correspond with insurance carrier partners to verify certificate and endorsement language compliance
• Interact with clients during on-boarding process to determine short and long-term certificate issuance needs and effectively present and educate clients on system capabilities

Responsible for the day-to-day servicing of a range of specialty insurance programs, directly delivering solutions to hundreds of small business owners

• Effectively interact / communicate with clients and insurance company representatives
• Respond to client questions, requests and projects in a timely manner
• Provide placement services for clients including assistance with completion of insurance applications, marketing / securing quotations from insurance carriers, reviewing and analyzing quotations, and providing proposals with recommendations for consideration to prospective clients

WHAT YOU'LL BRING:

This is an internal and external support role, with increasing opportunities for client-facing activities based on demonstrated proficiency with the content and relationship-building skills. The person filling this role is expected to arrive at EPIC Sports with a track record that demonstrates the following skill set: Excellent attention to detail Strong written and verbal communication skills Solution-oriented mindset and approach Strong time management and prioritization skills can effectively triage third-party requests Highly responsive to client inquiries and requests (committed to EPIC Sports' 24-hour goal) Personal passion for sports and/or fitness preferred

Qualifications Education high school diploma required, college degree preferred Georgia Property & Casualty Agents license preferred, but not required; if not already licensed, must get licensed within 90 days of hire Computer literate with basic knowledge of Internet Explorer, Microsoft Office (Outlook, Word, Excel, Power Point) Familiarity with certificate issuance and strong understanding of Commercial General Liability coverage Knowledge of risk purchasing group programs and master policy programs a plus Ability to multi-task with exceptional organizational skills

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 60 offices and 4,000 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
  • 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 days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 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 Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"