Account Manager, Commercial Lines

EPIC Brokers•Melville, NY

2d•Hybrid

About The Position

Commercial Line Middle Market Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Account Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.

Requirements

Comprehensive understanding of commercial lines middle market insurance.
Superior client relationship management skills
Superior organizational skills and high attention to detail
Strong problem-solving skills and sense of urgency
Strong pride of ownership and work ethic
Excellent written, verbal, and interpersonal communication skills – internal and external
Ability to work independently and consistently meet deadlines
Ability to prioritize and manage multiple projects/assignments
Desire to work in a collaborative, team-oriented environment
Ability to translate insurance terms into easy-to-understand explanations for client at all levels
Strong negotiation and presentation skills

Nice To Haves

Minimum 3 + years of insurance brokerage industry.
College Degree preferred
NJ/NY P&C Brokers License
Strong Microsoft office skills.
Sagitta Agency Management System is preferred

Responsibilities

Manage the quoting activity for assigned accounts
Create schedules of insurance and proposals
Management and tracking of policy renewals
Endorsement processing
Invoicing
Set up new and renewal policies in Vision.
Scan and maintain documents, policies and correspondence in Vision.
Manage day-to-day account transactions including additions, deletions of vehicles, acquisitions
Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed.
Support administration of program adjustments including dividend and audit adjustments.
Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.

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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs