Commercial Insurance Account Manager

EPIC Brokers•Birmingham, AL

1d•Hybrid

About The Position

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team! The Commercial Insurance Account Manager's main function is to provide day-to-day client services in collaboration with the rest of the EPIC team (marketing, claims, production, etc.)

Requirements

At least 3+ years of commercial insurance account management experience
Individuals who thrive on collaboration, valuing accountability, and being committed to excellence
Strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment
Positive and outgoing disposition, eager to work as a team but also functions well working independently
Full knowledge of Property Casualty lines of coverage and services
Exemplify Team Values which include Tenacity, Positive Attitude, Open Communication, Passion and Willingness to Learn
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
High school diploma or G.E.D. equivalent required
At least 3 years' experience in mid-size brokerage or carrier
Must have working knowledge of a variety of Microsoft Office computer software applications to include 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
This position continually requires teamwork, demonstrated poise, tact, and diplomacy
Current Property and Casualty Broker License

Nice To Haves

College degree preferred
construction related experience preferred but not required
Completion of or progress toward additional certifications such as CRIS or ERIS

Responsibilities

Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients
Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients
Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues
Makes routine policy adjustments
Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team
Prepares billing and provides standard office/administrative support including quoting and servicing Premium Finance Options
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients’ policies in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
Assist clients in making coverage changes
Responsible for timely, accurate invoicing and monthly expirations
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date proposals/coverage workbooks, workflow logs, manuals or other required documentation and records
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Work effecti vely to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained

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
wellness & employee assistance programs