Commercial Insurance Account Manager

EPIC Brokers • Austin, TX

3d • Onsite

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking committed individuals who align with their core values: Owner mindset, Inspire trust, Think big, and Drive results. Founded in 2007 and headquartered in New York City, EPIC has over 4,000 employees nationwide and continues to expand. This specific opportunity is with the Austin, TX Entertainment & Live Events team, which serves clients in the music, live event, film, theater, and production industries. The role involves managing commercial insurance lines and providing support to clients facing unexpected events like delays or cancellations. The position is based in-office in Austin, TX, requiring a 9 am-6 pm schedule Monday through Friday, with potential for one remote day per week after training.

Requirements

• At least 5+ years of commercial insurance account management experience required
• 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 consistently are quick to respond to and/or acknowledge communications (both from internal & external sources).
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Minimum of 5 years of experience in commercial account manager role
• Current property/casualty license
• Experience with agency management software (preferably Sagitta)
• Proficient with MS Word, Excel and Outlook
• Strong analytical skills and knowledge of commercial insurance lines
• Proven ability to effectively negotiate rates and coverage with underwriters
• Excellent communication skills with clients during the sales and/or service processes

Responsibilities

• Effective and timely communication with all clients - email, letters & telephone
• Review the needs of all customers and advise on the appropriate insurers, coverage and pricing
• Prepare insurance applications for required coverage lines
• Put together accurate, timely, professional and compliant presentations, reports and other market and client documents as required
• Review of client contracts and insurance requirements
• Issuance of certificates of insurance and coverage binders
• Comply thoroughly with any delegated authorities to which we are subject
• Invite renewals and new business expediently and maximize retention and new business
• Checking and issuing of insurance documentation
• Preparation of premium invoices and client accounting statements
• Complete various reports as required throughout the insurance cycle
• Liaise as necessary with insurers in relation to client's policies
• Actively discuss any additional products, cover and services that the client needs and requests
• Maintain and update electronic client files
• Minimized aged debt
• Such other duties as the Senior or line management may from time to time require

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
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed