Account Manager, Reverse Flow

EPIC BrokersTerre Haute, IN
Remote

About The Position

The Reverse Flow Account Manager serves as the vital bridge between foreign brokers and the U.S. subsidiaries of global enterprises. This role focuses on the technical execution of inbound multinational programs, ensuring local U.S. policies align with Global Master standards and domestic compliance. As a primary liaison, you will coordinate across international networks and EPIC’s strategic carrier partners to manage a high-volume, fast-paced book of business. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Requirements

  • Active Property & Casualty license required
  • 2+ years of commercial insurance experience within a brokerage or carrier setting
  • Solid understanding of commercial lines and confidence managing complex accounts
  • Experience with Agency Management Systems; familiarity with Sagitta or ImageRight is a plus
  • Strong communicator who can clearly translate complex concepts and adjust to different communication styles
  • Highly organized and detail-oriented, able to manage volume while maintaining accuracy
  • Adaptable, patient, and solutions-focused with a strong client service mindset
  • Interest in working with international partners
  • Candidates must live in the Greater Terre Haute area and be willing & able to drive to EPIC's Terre Haute office as needed for meetings

Responsibilities

  • Serve as the day-to-day U.S. contact for foreign brokers and global entities, navigating diverse time zones and business etiquette
  • Proactively identify coverage gaps and educate clients on U.S.-specific policy terms, exclusions, and local requirements.
  • Conduct comprehensive renewal reviews, present competitive options and additional coverage to maximize retention.
  • Build long-term trust through prompt issue resolution and consistent, proactive client contact.
  • Manage the full marketing lifecycle, from submitting detailed applications to binding policies via carrier portals.
  • Negotiate with underwriters and wholesalers to secure optimal premiums and commission structures.
  • Collaborate with Producers and Account Executive to ensure smooth transitions for new business.
  • Maintain deep relationships with carriers to stay informed on product changes and emerging industry trends.
  • Process all policy documentation—including binders, endorsements, certificates, and audits—with high accuracy.
  • Execute all workflows within the Sagitta, Agency Management System, maintaining meticulously updated client files and activity logs.
  • Manage high-volume tasks in a fast-paced environment, prioritizing competing demands to meet strict deadlines.
  • Ensure compliance with internal quality standards and state-specific insurance legislation.
  • Maintain a private, secure workspace to protect company equipment and confidential correspondence.
  • Ensure high-speed internet reliability to support seamless collaboration across international time zones.
  • Maintain high responsiveness during business hours to support both the team and international clients.
  • Minimize personal interruptions during business hours to ensure dedicated client servicing.

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
  • Paid parental leave
  • Pregnancy disability and bonding leave
  • 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
  • Mentorship Program
  • Tuition Reimbursement Program
  • Leadership Development
  • Pet Insurance
  • Identity Theft & Fraud Protection Coverage
  • Legal Planning
  • Family Planning
  • Menopause & Midlife Support
  • 401(k) matching
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Wellness & employee assistance programs
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