Commercial Lines EPS Account Manager

EPS Account Manager

Locations GA - Atlanta, NC - Charlotte, NC - Raleigh

The EPS Account Manager manages the support needs of Executive and Professional Risk Solutions (EPS) department on a regional basis. Regularly works directly with Sales Executives, Account Executives, Marketing, Claims and Loss Control as needed. Activities include, but not limited to new and renewal marketing, placement and handling of client insurance programs along with questions and requests. Responsibilities include aiding Sales Executives. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

• Understand, utilize and implement the USI EPS Segmentation Regional Protocols including marketing, placing and servicing business that falls within those parameters.
• Analyze client accounts for adequacy and appropriateness of D&O, E&O, EPLI coverage, cyber-liability, etc. in conjunction with EPS regional (and national) leadership
• Develop EPS expertise in a particular product area that will complement non-EPS account managers.
• Inform sales and account executives of pertinent information involving account, market, coverage or carrier as needed.
• Prepare submission for the marketing of an account that is being worked at the regional level (public and complex private companies). Prepare and deliver proposals, analysis, policy form comparisons as requested.
• Participate educational EPS training/seminars within the region.
• Respond to underwriters' questions in a timely and professional manner.
• Participate in sales presentations where specific EPS knowledge and experience are required.
• Maintain a high degree of accuracy in agency management and document management systems.
• Other projects or duties, as needed.

Knowledge, Skills and Abilities:

• Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
• College degree preferred, but not required.
• Must hold or be willing to obtain a state Property & Casualty insurance license.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/Image Right/WorkSmart preferred.
• 3+ years minimum experience in Management/Professional Liability lines of coverage (Directors & Officers, Employment Practices, Professional/E&O, Fiduciary Liability & Crime) preferred.
• Basic understanding of financial statements and financial analysis preferred.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.