Account Executive, Middle Market

EPIC Brokers•Jersey City, NJ

57d•$95,000 - $125,000•Hybrid

About The Position

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 San Francisco 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: Account Executives provide high-quality service to our Clients. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, Account Executives Service and monitor accounts and disseminate account activity. Market renewals and new business. Evaluate existing coverages and make recommendations as needed. Round out accounts as opportunities arise. Negotiate with Underwriters to provide the best possible coverage and rates according to underwriting guidelines. Receive, review and forward invoices, policies, endorsements and other documents as necessary. Market specialized coverages as needed. Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests Review and audit policies for compliance with internal procedures. Prepare proposals for clients and potential clients. Visit clients as necessary to ensure client satisfaction.

Requirements

Minimum of eight years of insurance brokerage or insurance carrier experience.
Strong computer skills including MS office suite, Excel and PowerPoint.
Must be detail oriented.
Must have excellent organization and time management skills.
Preferably at least 5 Years’ Experience in handling a book of business
New York or New Jersey P&C Brokers License

Nice To Haves

College degree in Insurance or related field preferred.

Responsibilities

Manage the marketing activity for assigned accounts
Create schedules of insurance and proposals
Management and tracking of policy renewals utilizing marketing sheets
Endorsement processing
Invoicing
Set up new and renewal policies in Sagitta.
Scan and maintain documents, policies and correspondence.
Manage day to day account transactions including additions, deletions of vehicles, acquisitions, ,
Support administration of program adjustments including dividend and audit adjustments.
Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff. Working with Frenkel team members to execute all renewals in a timely manner. Generation of accurate renewal submission, proposals,
Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
Seek out new business through referrals, cross-selling and account rounding
Mentor and assist junior staff

Benefits

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