Commercial Insurance Account Manager
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Responsibilities
- A detailed list of job duties includes (but is not limited to):
- Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
- 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, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.
- 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.
- Service
- 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;
- Responsible for timely, accurate invoicing and
Requirements
- High attention to detail, and the ability to learn and understand software systems quickly.
- REQUIRED: At least 2+ years of commercial insurance account management experience AND a current property & casualty license.
- Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
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 4,000 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: This team is based in the Atlanta, GA area & all work from home, but come into the Atlanta (Sandy Springs) office as needed for team & client meetings. The team works hard & plays hard; their teamwork & culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is 100% working with sports-related clients and is a mix of professional sport teams, franchises, organizations, and amateur sport teams and organizations as well. This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members! The Account Manager's main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying). LOCATION: REMOTE - But candidates must live in the Greater Atlanta GA area and be willing & able to drive to EPIC's Sandy Springs GA office as needed for meetings
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