Commercial Insurance Account Manager

EPIC Brokers•Austin, TX

3d•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking committed individuals who align with their core values: Owner mindset, Inspire trust, Think big, and Drive results. Founded in 2007 and headquartered in New York City, EPIC has over 4,000 employees nationwide and continues to expand. This specific opportunity is with the Austin, TX Entertainment & Live Events team, which serves clients in the music, live event, film, theater, and production industries. The team provides support to mitigate risks and exposures for clients' events across the U.S. and globally. The role involves managing a variety of commercial insurance lines, including casualty, property, workers comp, E&O, D&O, and Cyber-Liability coverages.

Requirements

At least 5+ years of commercial insurance account management experience required
Strong, professional communication skills – both written and verbal
High attention to detail, and the ability to learn and understand software systems quickly
Adapt well to priority changes, deadlines, and consistently are quick to respond to and/or acknowledge communications (both from internal & external sources)
Positive and outgoing disposition, eager to work as a team but also functions well working independently
Minimum of 5 years of experience in commercial account manager role
Current property/casualty license
Experience with agency management software (preferably Sagitta)
Proficient with MS Word, Excel and Outlook
Strong analytical skills and knowledge of commercial insurance lines
Proven ability to effectively negotiate rates and coverage with underwriters
Excellent communication skills with clients during the sales and/or service processes

Nice To Haves

Experience with agency management software (preferably Sagitta)

Responsibilities

Effective and timely communication with all clients - email, letters & telephone
Review the needs of all customers and advise on the appropriate insurers, coverage and pricing
Prepare insurance applications for required coverage lines
Put together accurate, timely, professional and compliant presentations, reports and other market and client documents as required
Review of client contracts and insurance requirements
Issuance of certificates of insurance and coverage binders
Comply thoroughly with any delegated authorities to which we are subject
Invite renewals and new business expediently and maximize retention and new business
Checking and issuing of insurance documentation
Preparation of premium invoices and client accounting statements
Complete various reports as required throughout the insurance cycle
Liaise as necessary with insurers in relation to client's policies
Actively discuss any additional products, cover and services that the client needs and requests
Maintain and update electronic client files
Minimized aged debt
Such other duties as the Senior or line management may from time to time require

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