Commercial Insurance Account Manager

Commercial Insurance Account Manager

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

The Commercial Insurance Account Manager's main function is to provide day-to-day client services in collaboration with the rest of the EPIC team (marketing, claims, production, etc.)

LOCATION: HYBRID - Birmingham, AL: Role will be fully in-office during training & onboarding, then can work 2 days per week from home.

WHAT WE'RE LOOKING FOR:

• Candidates with at least 3+ years of commercial insurance account management experience.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU'LL DO:

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

• Processes 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
• 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 including quoting and servicing Premium Finance Options 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.

PERSONAL & 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/coverage workbooks, 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 regard 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

KEY COMPETENCIES:

Full knowledge of Property Casualty lines of coverage and services

Exemplify Team Values which include Tenacity, Positive Attitude, Open Communication, Passion and Willingness to Learn

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

At least 3 years' experience in mid-size brokerage or carrier; construction related experience preferred but not 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

This position continually requires teamwork, demonstrated poise, tact, and diplomacy

Current Property and Casualty Broker License

Completion of or progress toward additional certifications such as CRIS or ERIS

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 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
• 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 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"