Account Executive/Underwriter

LOCATION: Jersey City, Hybrid, 4 days home, 1 day in office. 

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 San Francisco 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:

Account Executives/Underwriters provide excellent service by ensuring all client needs are met in a timely fashion.  They engage in behaviors that not only maintain and increase client retention and customer satisfaction, but also focus on generating cross sell & account rounding opportunities.  They build and maintain robust relationships through hard work, dedication, and working towards and understanding the client’s needs from a risk management/insurance perspective.  In this role, account executives are asked to provide solutions that not only effectively protect the clients risk, but also identify and address newly emerging concerns in the cosmetic & personal care industry as they relate to insurance exposures. 

ESSENTIAL FUNCTIONS:

This role is responsible for, although not limited to, the following job duties:

• Managing the account life cycle: pre-renewal, renewal, post renewal, stewardship and visiting client as needed.
• Rating/Quoting/Binding Coverage for the program and using policies and endorsements accordingly.
• Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever Immediately addressing matters impacting customer satisfaction as they arise. Managing and growing underwriter relationships to ensure understanding of goals and expectations.
• Managing day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with intensive client interaction.
• Underwriting i.e., review loss experience, exposures, identify potentials exposures and/or gaps in coverage
• Master underwriting procedures and platforms, as well as strict adherence to underwriting guidelines
• 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 Generation of accurate renewal submission, proposals, and timely handling of surplus lines filings.
• Policy Adminstration: Checking policies, coverage analysis, checking endorsements and due diligence review for clients during mergers and aquistions; and policy audits.
• Seek out new business through referrals, cross-selling and account rounding.
• Effectively managing preparation and production of all elements of presentations for client meetings and properly representing the compan Attending client meetings, addressing client questions and identifying next steps as appropriate.

ADMINISTRATIVE FUNCTIONS:

• Invoicing of agency and direct bills.
• Coordinating with the EPIC Accounting Department on billing issues.
• Accounts Receivable collection.
• Certificate of insurance & Auto ID Card Issuance

REPORTS AND DATABASE MANAGEMENT:

• Document client activity in Sagitta & Paper Wise.
• Provide status progress reports to Frenkel managers and clients.
• Complete weekly Account Renewal Status/Marketing Report/Database Update

QUALIFICATIONS:

• 5+ years brokerage experience as an Account Executive role preferable.
• Knowledge of general liability, workers' compe