Commercial Account Manager
EPIC Insurance Brokers & Consultants
full-time
Posted on:
Location Type: Remote
Location: California • New Jersey • United States
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Salary
💰 $76,000 - $83,000 per year
About the role
- Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
- Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder
- Works with Producers to assist client with the service needs mentioned above
- Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client
- Provide client with additional coverage options
- Maintains client files in appropriate systems and provides standard office/administrative support
- Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends
- 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
- Process 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
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes
- Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
- Work with Placement Department and Producers to properly transition new business written
- For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
- If needed, enter policy information into carrier websites for quote options
- Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
- Present quote options to the client and/or Producer, if applicable
- Bind and issue policies in carrier websites or order policies from underwriters
- Set priorities and manage workflow 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 client records, workflow tasks/activities, manuals or other required documentation
- 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 regard industry trends, 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
- Ensure expert knowledge is maintained
- Other duties may be assigned
Requirements
- 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
Benefits
- Generous Paid Time off
- 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
- We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property Casualty coverageAgency Management Systemsrating procedurespolicy analysisnegotiationworkflow managementclient servicingdocumentationproblem resolutiontime management
Soft Skills
attention to detailmulti-taskingprioritizationindependent workteam collaborationinterpersonal communicationwritten communicationoral communicationtrust buildingclient relationship management