Commercial Insurance Account Manager

EPIC Brokers•Alpharetta, GA

14h•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, providing unique insight into how A/E firms operate, deliver projects, and manage risks. We specialize in placing large clients into group captive programs, saving them millions, and we do so for more A/E firms than all other insurance brokers combined. We are looking to grow our team and are seeking an Account Manager who will be the primary client contact, responsible for cultivating and improving 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 include providing day-to-day client service, managing the renewal process for existing clients, and managing the intake and establishment of new clients.

Requirements

At least 2+ years of commercial insurance industry experience.
Experience working for an insurance agency, broker or carrier is required.
Strong, professional communication skills – both written and verbal.
High attention to detail.
Ability to learn and understand software systems quickly.
Ability to adapt well to priority changes and deadlines.
Problem-solving skills and ability to come up with solutions and answers to client questions.
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.
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 working for or with mid-size to large firms.
Experience working company risk, contracts, underwriting, and/or insurance policies or claims.
Candidates 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.
Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
Bachelor’s degree preferred.
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
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
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
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Cancer 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