Commercial Insurance Senior Account Manager

EPIC Brokers • St. Louis, MO

4d • 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, giving us unique insight into how A/E firms operate and manage risks. We place many of our largest clients in group captive programs that have saved millions. We are looking to grow our team and are seeking a Commercial Insurance Senior Account Manager who will be the primary client contact, expected to actively cultivate, improve, and cement positive client relationships. Accounts are small to middle-market accounts for architect & engineering clients. The Account Manager will work with new clients produced by others but will not be expected to develop new business.

Requirements

• Commercial property & casualty account management experience, preferably at least 5+ years.
• Strong communication skills.
• Adept at handling unique situations with creative problem solving to find solutions.
• Thrive on providing great customer service to internal and external clients.
• Full knowledge of Property & Casualty lines of coverage and services.
• 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.
• 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
• Property and Casualty Broker License.
• Valid Driver License.

Nice To Haves

• College degree preferred.
• Five or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred.

Responsibilities

• Provide day-to-day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients.
• Handle day-to-day client issues and questions via phone or email.
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED