Account Manager, Commercial Lines

Location: Hybrid, Mt. Laurel, NJ or Melville, NY

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:

Responsible for managing a diverse book of middle market commercial clients providing an outstanding level of customer service to clients, carriers and producers.

Critical Job Functions:

• Ultimately directs, manages and controls all aspects of their client’s insurance needs in collaboration with Producer(s)or Sr. Account Executives
• Knowledge of complex, commercial insurance concepts
• Able to gather, analyze and organize data via spreadsheets
• Manages renewal process from start through close, making suggestions for improvement in the clients program. 
• Arranges and attends client pre-renewal meetings and discusses renewal exposures and marketing strategy
• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client’s current program is best product option for accounts.
• Negotiates renewals with incumbent carriers and reviews quotes for accuracy.
• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
• Verifies policy and policy changes information, facilitating corrections when necessary
• Manages Account Receivable and cancellation notices in a timely manner according to Best Practices outlined
• Fields and responds promptly to inquiries from client, carriers, Producers, Account Executives, attorneys and accountants
• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
• Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and account rounding
• Must possess high level of urgency and able to handle high demands on time and heavy workloads at times
• Knowledge of financial documents;  able to read, comprehend, and explain financial reports.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Contributes to a team effort by accomplishing related results as needed

Skills & Qualifications:

• State Insurance Brokers License (P&C)
• Advanced insurance designation
• Minimum 5 years account management experience in an agency setting-Commercial Insurance
• Develops strong working relationships with internal resources such as claims and marketing and external relationships with underwriters and carriers.  Can look for and introduce new carrier appointments and wholesale relationship as needed
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
• Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute re