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.
• 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

WHAT YOU'LL BRING:

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
• Nice to have: 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 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"