Personal Lines Account Manager

Personal Lines Account Manager

Come 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 3,000 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 Personal Lines Account Manager (Premier Elite Client Advocate) is responsible for providing exceptional service to a group of Premier Elite Client middle-market personal lines customers by providing professional advice and demonstrating advocacy for the client at all times. The Account Manager works independently and must be an excellent problem solver.

WHAT YOU'LL BRING:

• Proven insurance foundation — Minimum of 3 years of experience in personal, commercial, or mixed-lines insurance, with the ability to independently manage a book of business.
• Attention to detail — Accurate, thorough work with strong quality control.
• Ownership mindset — Takes full responsibility for issues and follows them through to resolution.
• Problem-solving strength — Able to assess situations quickly and identify effective solutions.
• Strong written communication — Clear, professional, and concise in all written interactions.
• Confident verbal communication — Articulate and effective in client, carrier, and internal conversations.
• Organizational skill — Manages competing priorities and deadlines with ease.
• Independent work style — Operates efficiently without close supervision.
• Education or equivalent experience — Bachelor's degree or comparable professional background.
• Active broker's license — Holds and maintains required state licensing.
• Industry software proficiency — Experienced with Sagitta, Image Right, and other core systems.
• Microsoft Office skills — Proficient in Excel, Word, and Outlook.

LOCATION: Hybrid in Chicago, IL (3 days a week in office)

WHAT YOU'LL DO:

• Become a trusted advisor and provide exemplary service in all aspects to our Premier Elite Clients.
• Work as a team with other Premier Elite Client Advocates, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

COMPENSATION:

The national average salary for this role is $85,000-$95,000 in base pay and exclusive of any bonuses or benefits. 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:

• 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 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"