Personal Lines Account Manager

EPIC Brokers • Chicago, IL

20h • Hybrid

About The Position

The Personal Lines Account Manager (Premier Elite Client Advocate) is responsible for providing exceptional service to a group of Premier Elite Client middle-market personal lines customers by providing professional advice and demonstrating advocacy for the client at all times. The Account Manager works independently and must be an excellent problem solver.

Requirements

• Minimum of 3 years of experience in personal, commercial, or mixed‑lines insurance, with the ability to independently manage a book of business.
• Attention to detail — Accurate, thorough work with strong quality control.
• Ownership mindset — Takes full responsibility for issues and follows them through to resolution.
• Problem‑solving strength — Able to assess situations quickly and identify effective solutions.
• Strong written communication — Clear, professional, and concise in all written interactions.
• Confident verbal communication — Articulate and effective in client, carrier, and internal conversations.
• Organizational skill — Manages competing priorities and deadlines with ease.
• Independent work style — Operates efficiently without close supervision.
• Education or equivalent experience — Bachelor’s degree or comparable professional background.
• Active broker’s license — Holds and maintains required state licensing.
• Industry software proficiency — Experienced with Sagitta, Image Right, and other core systems.
• Microsoft Office skills — Proficient in Excel, Word, and Outlook.

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to our Premier Elite Clients.
• Work as a team with other Premier Elite Client Advocates, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Take on additional responsibilities.
• Manage projects as directed by supervisors and managers.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

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
• 401(k) matching
• medical insurance
• dental insurance
• vision insurance
• wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level