Commercial Insurance Account Manager - Real Estate

EPIC Brokers•Greenwood Village, CO

2d•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring a Commercial Insurance Account Manager to provide high-quality service to large, complex clients in the real estate and development industries and to support Account Executives and Senior Executives. The role balances quality of service with speed of response and includes policy administration, billing and payment coordination, application processing, and other administrative duties and projects. The position is primarily in-office at EPIC’s Greenwood Village, Colorado office. Employees may work from home up to five days per month, with the entire month of August flexible. EPIC is a nationwide insurance brokerage and consulting firm headquartered in New York City, founded in 2007, and employing more than 4,000 people. Its core values are Owner mindset, Inspire trust, Think big, and Drive results. The company describes its culture as collaborative and inclusive, and supports professional growth and charitable efforts. This is a non-exempt position with standard workweeks of 37.5 hours. The hourly pay range is $38.46–$46.15. Actual compensation depends on factors including experience, skills, training, certifications, education, internal equity, and market data. The role may also be eligible for bonuses and a comprehensive benefits package.

Requirements

Current commercial insurance industry experience and a P&C license are required.
At least 2 years of insurance brokerage or insurance carrier experience.
Strong computer skills, including Microsoft Office, Excel, and PowerPoint.
Detail-oriented, with excellent organization and time-management skills.
Able to work effectively as part of a team and collaborate with others.
Strong sense of urgency and thoroughness, with the ability to respond quickly while maintaining accuracy.
Able to build and maintain customer satisfaction by proactively addressing customer needs and concerns and consistently delivering on commitments.
Demonstrates active listening, asks clarifying questions, and seeks information to resolve discrepancies.
Self-starter who takes initiative and may seek responsibilities beyond the formal job description.
Able to maintain focus and high quality while performing extended tasks and to remain composed and resilient under pressure.

Nice To Haves

At least 2–3+ years of experience working for a commercial insurance brokerage servicing middle-market to large accounts is strongly preferred.
Real estate experience is preferred but not required.
A college degree in insurance or a related field is preferred but not required.

Responsibilities

Manage activity for assigned accounts.
Manage schedules of values for each assigned client.
Create schedules of insurance and proposals.
Administer quarterly reporting and invoicing for locations added to or removed from schedules of values.
Process endorsements and invoices.
Track client account balances and coordinate with the accounting department to ensure prompt payment.
Set up new and renewal policies.
Maintain current schedules and policy records in SAGE, EPIC’s custom broking system.
Manage day-to-day account transactions, including vehicle additions and deletions and acquisitions.
Generate and update schedules of insurance, 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.
Support Senior Executives with policy administration, billing and payment coordination, application processing, and other administrative duties and projects as assigned.
Provide responsive, accurate service to clients and Account Executives.

Benefits

Generous paid time off; hourly/non-exempt employees start with 22 PTO days.
12 company-observed paid holidays and 4 early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs and awards.
Employee Resource Groups, including Women’s Coalition and EPIC Veterans Group.
Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.
The role may be eligible for bonuses and a comprehensive benefits package.