Commercial Insurance - Account Manager

EPIC Brokers•St. Louis, MO

6d•Hybrid

About The Position

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC Insurance Brokers & Consultants, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. The Commercial Insurance Account Manager serves as the primary client contact for small- to middle-market architect and engineering accounts, actively cultivating and maintaining positive client relationships and using company resources to support clients. The role works with new clients produced by others and is not expected to develop new business. The position provides day-to-day client service, manages renewals for existing clients, and handles the intake and establishment of new clients. It is a hybrid role requiring three days per week in EPIC’s Creve Coeur, St. Louis office. Compensation is determined based on factors including experience, skills, training, certifications, education, internal equity, and market data. The position may also be eligible for bonuses and a comprehensive benefits package.

Requirements

Commercial property and casualty account-management experience; at least two years is preferred.
Full knowledge of Property & Casualty lines of coverage and services.
Experience with agency management systems, rating procedures, coverages, and industry operations to manage, maintain, and write assigned clients and prospects.
Advanced ability to navigate the internet and use Microsoft Office programs, including Windows, Outlook, Word, and Excel; working knowledge of word processing, spreadsheets, databases, and presentation software.
Strong communication skills, both written and oral, and strong interpersonal skills for handling sensitive and confidential situations with poise, tact, and diplomacy.
Strong attention to detail and time-management skills; ability to multitask and prioritize competing demands.
Ability to recognize problems, respond appropriately, and analyze situations logically to reach sound conclusions.
Ability to work effectively with or without direct supervision, both independently and as part of a team.
Ability to work in a fast-paced environment and manage multiple competing tasks and demands.
Property and Casualty Broker License.
Must be able and willing to work three days per week in the Creve Coeur, St. Louis, Missouri office.
High school diploma or GED equivalent required.

Nice To Haves

Two or more years of experience in a mid-size brokerage working with commercial P&C accounts is strongly preferred.
College degree preferred.

Responsibilities

Serve as the primary contact for assigned clients and cultivate, improve, and maintain positive client relationships.
Handle client issues and questions by phone or email, resolve problems, and document service transactions.
Process and follow up on insurer cancellation notices to ensure accurate and timely resolution.
Handle changes in exposure and manage related endorsements and documentation.
Forward contract reviews and certificate-of-insurance requests to appropriate resources.
Issue auto ID cards as needed and create or update account information in the shared database.
Report claims and assist with invoicing and order financing when appropriate.
Proactively manage insurance renewals and new business in accordance with EPIC timing standards.
Pre-complete insurance applications, request and collect information from clients, and submit information to insurers.
Negotiate policy terms and obtain options from competing insurers as needed.
Prepare insurance proposals, analyze and compare available options, and present proposals to clients, mostly by phone or web.
Prepare invoicing and confirmation-of-coverage documentation, and review and email policies to clients.
Use the Sagitta agency management system throughout the account-management process as appropriate.
Meet service expectations for customer satisfaction, retention, procedures, timing and quality, technical accuracy, communication, problem-solving, professional attitude, personal development, and agreed-upon goals while avoiding errors and omissions.

Benefits

Generous paid time off; salaried/exempt employees receive managed PTO without accruals or caps, and hourly/non-exempt employees start with 22 PTO days.
12 company-observed paid holidays and four early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
Employee referral bonus program offering $1,500 per hired referral.
Employee recognition programs and awards, including trips.
Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
Pet insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.