Account Manager

Edgewood Partners Insurance Center-posted 2 months ago
Full-time • Mid Level
Hybrid • 12444 Powerscourt Drive, Suite 360, St. Louis, MO
1,001-5,000 employees
Insurance Carriers and Related Activities
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The Commercial Account Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions.

  • Manage the renewal process from start to close, including expirations and renewal start procedures.
  • Attend pre-renewal meetings to discuss exposures and strategy.
  • If remarketing, prepare complete submission for Placement team with assistance from data management.
  • Prepare and finalize renewal proposals, ensuring alignment with quoted terms.
  • Bind coverage within company guidelines and verify policy accuracy.
  • Complete final policy check signoff and deliver policy documents.
  • Respond promptly to client inquiries, including miscellaneous requests and coverage questions.
  • Process endorsements, change requests, cancellations, and audits.
  • Handle billing, accounting, collections, and carrier discrepancies.
  • Prepare finance agreements using Ecomplete and file documentation.
  • Audit processing, including review, disputes, and communications.
  • Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files.
  • Ensure COI, EOP compliance; meet and resolve lender requirements.
  • Prepare and deliver schedules of insurance.
  • Maintain accurate and complete files on all policies and updates in the system.
  • Provide coverage recommendations and identify opportunities for account rounding.
  • Assist with retention of renewing accounts and identify cross-selling opportunities.
  • Serve as a resource for internal teams on processes, procedures, and insurance knowledge.
  • Minimum of 5 years of mid-to-large commercial account management experience.
  • Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred).
  • Strong customer service and communication skills.
  • Detail-oriented, organized, and deadline-driven.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • High school diploma or equivalent; Bachelor's degree preferred.
  • Valid Indiana Property & Casualty license or willingness to obtain within 90 days.
  • Advanced insurance designation required (AAI or CIC).
  • 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
  • Quarterly employee recognition program 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, Cancer 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.
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
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