Commercial Insurance Account Manager

EPIC Brokers•Atlanta, GA

1d•Hybrid

About The Position

The Commercial Insurance Account Manager will be part of our division that specializes in large accounts for clients in the senior living industry. The Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business. The Account Manager’s main function is 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 5+ years of commercial insurance industry experience).
Candidates with strong, professional communication skills – both written and verbal.
High attention to detail, and the ability to learn and understand software systems quickly.
Candidates who adapt well to priority changes, deadlines, and who 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.
Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions (that aren’t often black & white), and who aren’t afraid to sell the company’s expertise and services to clients.
Must have 5+ years of experience in working with an 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.

Nice To Haves

Experience working for or with mid-size to large firms, and experience working company risk, contracts, underwriting, and/or insurance policies or claims is also preferred.
Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
Experience working with senior living and/or human services clients preferred.
Experience in 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).
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
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