Personal Lines Account Manager

Responsibilities

• A detailed list of job duties includes (but is not limited to):
• Become a trusted advisor and provide exemplary service in all aspects to our Premier Elite Clients.
• Work as a team with other Premier Elite Client Advocates, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Requirements

• Proven insurance foundation - Minimum of 3 years of experience in personal, commercial, or mixed‑lines insurance, with the ability to independently manage a book of business.
• Attention to detail - Accurate, thorough work with strong quality control.
• Ownership mindset - Takes full responsibility for issues and follows them through to resolution.
• Problem‑solving strength - Able to assess situations quickly and identify effective solutions.
• Strong written communication - Clear, professional, and concise in all written interactions.
• Confident verbal communication - Articulate and effective in client, carrier, and internal conversations.
• Organizational skill - Manages competing priorities and deadlines with ease.
• Independent work style - Operates efficiently without close supervision.
• Education or equivalent experience - Bachelor's degree or comparable professional background.
• Active broker's license - Holds and maintains required state licensing.
• Industry software proficiency - Experienced with Sagitta, Image Right, and other core systems.
• Microsoft Office skills - Proficient in Excel, Word, and Outlook.
• LOCATION: Hybrid in Chicago, IL (3 days a week in office)

Benefits

Additional Information

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Personal Lines Account Manager (Premier Elite Client Advocate) is responsible for providing exceptional service to a group of Premier Elite Client middle-market personal lines customers by providing professional advice and demonstrating advocacy for the client at all times. The Account Manager works independently and must be an excellent problem solver.

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