EPIC Insurance Brokers & Consultants

Account Manager – P&C

EPIC Insurance Brokers & Consultants

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $41,000 - $60,000 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

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
  • Two or more years experience in mid-size brokerage or carrier
  • High school diploma or GED equivalent required College degree preferred
  • 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
  • Indiana Property & Casualty License
  • Valid Driver License
  • Ability to travel independently to clients; some air travel may be required
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 coveragesMicrosoft OfficeWindowsOutlookWordExceltime management
Soft Skills
attention to detailmulti-taskingteamworkinterpersonal communicationproblem-solvinglogical analysisindependent worktactdiplomacytrust building
Certifications
Indiana Property & Casualty LicenseValid Driver License