Account Manager Jobs

About The Position

Requirements

• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required
• 3 – 5 years of commercial property and casualty insurance experience in a client facing role
• Property and Casualty Broker License
• Valid Driver License

Nice To Haves

• bachelor’s degree preferred
• construction experience preferred
• Professional designations (CIC, CRM, ARM, CPCU) preferred

Responsibilities

• Ensure timely and consistent review of expiration list.
• Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.
• Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
• Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepares all invoicing and client allocations.
• Resolve client billing issues with support from team members as appropriate.
• Provides standard office/administrative support as needed.
• Maintains Agency Management Systems in real time.
• Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.
• Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.
• Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
• Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
• Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.
• Access/manage third party certificate sites and carrier websites.
• Other duties may be assigned.
• Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting.
• Document meeting and subsequent next-steps with internal team.
• Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.
• Prepare and review current program and expiring exposures for information gathering process with client.
• Request updated exposures from client and coordinate client responses with multiple client contacts as required.
• Compile loss summaries for renewals and on ad-hoc basis as required.
• Support submission process as required by assigned accounts.
• Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.
• Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
• Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.
• Obtain premium financing options, invoice the renewal and premium allocations.
• Other duties may be assigned.

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
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation