EPIC Insurance Brokers & Consultants

Commercial Entertainment Account Executive

EPIC Insurance Brokers & Consultants

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $95,000 - $118,000 per year

Job Level

About the role

  • Manage the marketing activity for assigned accounts
  • Create schedules of insurance and proposals
  • Management and tracking policy renewals utilizing marketing sheets
  • Endorsement processing
  • Invoicing
  • Set up new and renewal policies in Sagitta.
  • Scan and maintain documents, policies and correspondence.
  • Manage day to day account transactions including additions, deletions of vehicles, acquisitions.
  • Support administration of program adjustments including dividend and audit adjustments.
  • Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
  • Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff.
  • Working with Frenkel team members to execute all renewals in a timely manner.
  • Generation of accurate renewal submission, proposals.
  • Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
  • Seek out new business through referrals, cross-selling and account rounding
  • Mentor and assist junior staff

Requirements

  • Minimum of eight years of insurance brokerage or insurance carrier experience.
  • Strong computer skills including MS office suite, Excel and PowerPoint.
  • Must be detail oriented.
  • Must have excellent organization and time management skills.
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
  • Quarterly employee recognition program 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, Cancer 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
insurance brokeragepolicy renewalsendorsement processinginvoicingaccount transactionsprogram adjustmentsrenewal submissioncross-sellingaccount roundingmentoring
Soft Skills
detail orientedorganizationtime managementclient satisfactionproactive problem solvingteam collaborationcommunication