Commercial Insurance Account Manager - Specialty Programs & Certificates

EPIC Brokers • Atlanta, GA

5d • Hybrid

About The Position

This team is based in the Atlanta, GA area & all work from home, but come into the Atlanta (Sandy Springs) office as needed for team & client meetings. The team works hard & plays hard; their teamwork & culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is 100% working with sports-related clients and is a mix of professional sport teams, franchises, organizations, and amateur sport teams and organizations as well. This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members! The Account Manager's main responsibilities are to support the broker with providing top-notch client services, as well as be the primary individual responsible for the team's proprietary COI (Certificates) system & COI requests, as well as the team's Specialties Program (high-volume of purchased products). This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).

Requirements

• At least 1+ year of experience working for an insurance agency, broker or carrier OR a recent Risk Management / Insurance bachelor's degree.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Excellent attention to detail
• Strong written and verbal communication skills
• Solution-oriented mindset and approach
• Strong time management and prioritization skills – can effectively triage third-party requests
• Highly responsive to client inquiries and requests (committed to EPIC Sports’ 24-hour goal)
• High school diploma required
• Georgia Property & Casualty Agents license preferred, but not required; if not already licensed, must get licensed within 90 days of hire
• Computer literate with basic knowledge of Internet Explorer, Microsoft Office (Outlook, Word, Excel, Power Point)
• Familiarity with certificate issuance and strong understanding of Commercial General Liability coverage

Nice To Haves

• college degree preferred
• Knowledge of risk purchasing group programs and master policy programs a plus
• Personal passion for sports and/or fitness preferred

Responsibilities

• Responsible for the day-to-day management of the EPIC Sports customized certificate issuance system
• Communicate with Insureds and certificate holders (municipalities, venue owners, etc.) to assess certificate needs and ultimate issuance
• Correspond with insurance carrier partners to verify certificate and endorsement language compliance
• Interact with clients during on-boarding process to determine short and long-term certificate issuance needs and effectively present and educate clients on system capabilities
• Responsible for the day-to-day servicing of a range of specialty insurance programs, directly delivering solutions to hundreds of small business owners
• Effectively interact / communicate with clients and insurance company representatives
• Respond to client questions, requests and projects in a timely manner
• Provide placement services for clients including assistance with completion of insurance applications, marketing / securing quotations from insurance carriers, reviewing and analyzing quotations, and providing proposals with recommendations for consideration to prospective clients

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, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED