Account Manager - Main Street, Small Commercial

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!

WHAT YOU’LL DO

• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assists clients with policy coverages and related questions. 
• Reviews the policy coverages for potential gaps and other needs of the policyholder.
• Works with Producers to assist client with the service needs mentioned above.
• Renews and retains assigned accounts. Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client.  
• Provide client with additional coverage options.
• Maintains client files in appropriate systems and provides standard office/administrative support.
• Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends.
• Account and client service
• Other duties as assigned 
• 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.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties as assigned.

Marketing: 

• Work with Placement Department and Producers to properly transition new business written.
• For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• If needed, enter policy information into carrier websites for quote options.
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
• Present quote options to the client and/or Producer, if applicable.
• Bind and issue policies in carrier websites or order policies from underwriters.
• Other duties may be assigned.

Personal and Organizational Development:

• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities.
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation.
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company. 
• Stay informed regarding industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Work effectively to resolve problems or enhance service in a timely  manner.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Ensure expert knowledge is maintained.
• Other duties may be assigned.

WHAT YOU’LL BRING

• Full knowledge of Property Casualty lines of coverage and services. 
• Recognize problems and respond appropriately.
• Able to analyze situations logically in order to draw solid conclusions.
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maint