Insurance Marketing Account Executive (Broker)

EPIC Brokers • Birmingham, AL

163d

About The Position

EPIC Insurance Brokers & Consultants is looking for an Insurance Marketing Account Executive to join their team in Birmingham, AL. This position is integral to the life of the policy, providing high-touch service throughout the year, not just during new business or renewal periods. The role involves building relationships with clients and carriers, managing the renewal process, and providing risk-related consulting advice. The team is known for its strong culture and teamwork, making it a great place to work.

Requirements

• Bachelor’s degree required
• Minimum five (5) years’ experience in a commercial agency in client service and/or marketing
• Valid Property & Casualty License
• Maintain and manage required licensing continuing education requirements
• Advanced insurance designation preferred: AAI or CIC
• Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency
• Excellent written and verbal communication skills
• Goal oriented and highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as collaboratively in a team environment

Nice To Haves

• Advanced insurance designation preferred: AAI or CIC

Responsibilities

• Assumes ownership of customer concerns and feedback through successful resolution
• Manages renewal process from start through close
• Client facing Insurance Professional
• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight
• Train, develop, and delegate to marketing associates for assistance in efficiently completing renewals and ongoing program management
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team
• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers
• Negotiates renewals with carriers and reviews quotes for accuracy
• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers
• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
• Verifies policy and policy changes information
• Fields and responds promptly to inquiries from client, carriers, and Producers
• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• May assist with training of other service staff
• Participate in the process of acquiring new business as needed which may include travel to prospective client offices
• Responsible for at least one area of responsibility within marketing team for efficient management and training of all marketing account executives
• Other duties as assigned

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees; 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
• 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, and wellness & employee assistance programs
• 50/50 Work Culture supporting collaboration, teamwork, and an inclusive work environment
• EPIC Gives Back charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees