Commercial Insurance Account Manager

EPIC Brokers•Alpharetta, GA

20h•Hybrid

About The Position

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. Our leaders have prior experience as practicing construction lawyers, engineers, consultants, and underwriters, giving us unique insight into how A/E firms operate, deliver projects, and manage risks. We place many of our largest clients in group captive programs that have saved millions. The Account Manager will be the primary client contact, expected to actively cultivate, improve, and cement positive client relationships. While the Account Manager will work with new clients produced by others, they will not be expected to develop new business. The main functions are to provide day-to-day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients.

Requirements

Experience working for an insurance agency, broker or carrier is required (at least 2+ years of commercial insurance industry experience).
Experience working for or with mid-size to large firms.
Experience working company risk, contracts, underwriting, and/or insurance policies or claims is also preferred.
Strong, professional communication skills – both written and verbal.
Ability to pivot between detailed and accurate written communication, as well as detailed verbal conversation with clients or internal stakeholders.
High attention to detail.
Ability to learn and understand software systems quickly.
Adapt well to priority changes and deadlines.
Love problem solving and coming up with solutions and answers to client questions.
Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.
Strong communication skills who enjoy being a go-to resource.
Adept at handling unique situations with creative problem solving to find solutions (that aren’t often black & white).
Not afraid to sell the company’s expertise and services to clients.
Must have 4+ years of experience in working for a commercial Insurance Brokerage.
Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Broker’s P&C license is required - if an individual does not have it, they must get their license within 90 days of being hired.

Nice To Haves

Experience placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
Bachelor’s degree preferred - experience equivalent will be considered.
Insurance designation preferred.

Responsibilities

Handle day-to-day client issues and questions.
Answer client questions and resolve client problems.
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution.
Appropriately document customer service transactions.
Handle changes in exposure and manage related endorsement and documentation process.
Forward contract reviews to appropriate resources.
Forward certificate of insurance requests to appropriate resource.
Issue Auto ID Cards as needed.
Create and update account information in the shared database.
Claims reporting.
Assist with processing of invoicing and order financing when appropriate.
Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.
Pre‐complete insurance applications.
Send request for information to clients.
Follow‐up on collecting information.
Submit information to insurers.
Negotiate policy terms.
Obtain options from competing insurers as needed.
Prepare insurance proposal including analysis and comparison of options (if applicable) and present to client (mostly via phone or web).
Prepare documentation including invoicing and confirmation of coverage.
Review and email policies to clients.
Use agency management system (Sagitta) as appropriate throughout the process.

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
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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs