Commercial Insurance Account Manager - OCIPs / CCIPs / Builder's Risk

EPIC Brokers • St. Louis, MO

2h • $90,000 - $130,000 • Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring an Account Manager for its Construction & Design vertical. This team provides insurance brokerage and risk consulting services to construction and design professionals, including large architect and engineering firms. The Account Manager is the primary client contact and is responsible for cultivating positive client relationships, providing day-to-day service, managing renewals for existing clients, and coordinating the intake and establishment of new clients. The role works with clients produced by others and is not expected to develop new business.

The position is hybrid, with three days per week in the office in Alpharetta, Georgia; Chicago, Illinois; or St. Louis, Missouri. The successful candidate communicates professionally in writing and verbally, attends closely to detail, learns software systems quickly, adapts to changing priorities and deadlines, and solves client problems. The position requires at least five years of experience in an insurance agency, brokerage, or carrier, as well as experience with Controlled Insurance Programs (OCIPs and CCIPs) and Builder's Risk.

The Account Manager handles routine client service and renewal and new-business processes, including gathering and submitting information, negotiating policy terms, preparing proposals and coverage documents, and reviewing policies. Performance is assessed through client satisfaction and retention, adherence to procedures, service timing and quality, technical accuracy, communication, problem-solving, professional conduct, personal development, and achievement of agreed-upon goals. A bachelor's degree is preferred, with equivalent experience considered. A Broker's P&C license is required, or the ability to obtain one within 90 days of hire.

Requirements

• At least five years of experience working for an insurance agency, broker, or carrier.
• Experience working with Controlled Insurance Programs (OCIPs and CCIPs) and Builder's Risk.
• Strong written and verbal professional communication skills, including the ability to communicate in detail with clients and internal stakeholders.
• High attention to detail and the ability to learn software systems quickly.
• Ability to adapt to changing priorities and deadlines and to solve problems and develop solutions to client questions.
• Advanced working knowledge of Microsoft Office applications for word processing, spreadsheets, databases, and presentations.
• Ability to work in a fast-paced environment while managing multiple competing tasks and demands.
• Strong interpersonal skills for handling sensitive and confidential situations; teamwork, poise, tact, and diplomacy.
• Broker's P&C license, or ability to obtain it within 90 days of hire.

Nice To Haves

• Experience placing insurance for companies in the architecture, engineering, and construction industries is highly desirable.
• A bachelor's degree is preferred; equivalent experience will be considered.
• Commercial insurance experience, preferably with Builder's Risk and OCIPs/CCIPs.

Responsibilities

• Serve as the primary client contact and cultivate, improve, and maintain positive client relationships.
• Handle day-to-day client questions and issues, resolve problems, and document service transactions.
• Process and follow up on insurer cancellation notices to ensure accurate and timely resolution.
• Manage changes in exposure and related endorsements and documentation.
• Forward contract reviews and certificate of insurance requests to the appropriate resources.
• Issue Auto ID cards as needed and update account information in the shared database.
• Report claims and assist with invoicing and order financing when appropriate.
• Proactively manage renewals and new-business processes in accordance with company timing standards.
• Pre-complete insurance applications; request, collect, and submit information to clients and insurers.
• Negotiate policy terms and obtain options from competing insurers as needed.
• Prepare insurance proposals, including analysis and comparison of options when applicable, and present them to clients, mostly by phone or web.
• Prepare documentation, including invoicing and confirmation of coverage; review and email policies to clients.
• Use the agency management system (Sagitta) throughout the process as appropriate.
• Meet service, accuracy, communication, retention, and other agreed-upon performance goals.

Benefits

• Generous paid time off, including managed PTO without accruals or caps for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; and four early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• $1,500 employee referral bonus for each hired referral.
• Employee recognition programs and awards, including trips.
• Mentorship program, tuition reimbursement program, and leadership development.
• Pet insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
• 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness and employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level