Commercial Insurance Account Manager - Real Estate
About The Position
Account Managers provide high-quality service to our Clients (who are primarily large, complex accounts in real estate & development industries) 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 Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned. This role must work in our Greenwood Village, CO office. Candidates can work from home up to five days every month, with the entire month of August being flexible.
Requirements
- Current commercial insurance industry experience
- Licensed in P&C
- At least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts
- Strong sense of urgency and thoroughness
- Speed to respond while also being accurate is of the utmost importance
- Team players who are eager to learn and grow, and collaborate well with others
- Minimum 2 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
Nice To Haves
- Real estate experience
Responsibilities
- Manage the activity for assigned accounts
- Manage the schedule of values for each assigned Client
- Create schedules of insurance and proposals
- Administer quarterly reporting and invoicing of locations added or removed from the schedule of values
- Endorsement processing
- Invoicing
- Tracking client account balances and working with the accounting department to ensure prompt payment is executed
- Set up new and renewal policies
- Maintain current schedule and policy records in SAGE, our custom broking system
- 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
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
