[Hiring] Commercial Account Manager @EPIC Brokers

Role Description

Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!

Location: US Remote-based Midwest.

What You’ll Do:

• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients during non-renewal periods.
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
• Services client accounts with oversight of Producers or Account Executives, including research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.
• Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client, strategizes with Producer/Account Executive and client regarding whether to market, conducts market comparisons, obtains and evaluates quotes, negotiates premium and commission rates, prepares proposal, and oversees accuracy of insurance binder.
• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Maintains client files in appropriate systems, prepares billing, and provides standard office/administrative support.
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
• Processes all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Assists clients in making coverage changes.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.

Marketing

• In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.
• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide other technical support in the sales process as needed.
• Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.
• Other duties may be assigned.

Personal and Organizational Development

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Work effectively to resolve problems or enhance service in a timely manner.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• 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.

Qualifications

• High school diploma or G.E.D. equivalent required. College degree preferred.
• 2 (two) or more years experience in mid-size brokerage or carrier.
• Must have 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.

Requirements

• Fire and Casualty Broker License.
• Valid Driver License.

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.
• 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 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.
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.