Account Executive, Commercial Lines Middle Market Insurance

LOCATION: Hybrid, Jersey City, NJ 

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 provide high-quality service to our Clients.  They work to ensure satisfaction by balancing the quality of service and speed of response.  In this role, Account Executives Service and monitor accounts and disseminate account activity. Market renewals and new business. Evaluate existing coverages and make recommendations as needed. Round out accounts as opportunities arise. Negotiate with Underwriters to provide the best possible coverage and rates according to underwriting guidelines. Receive, review and forward invoices, policies, endorsements and other documents as necessary. Market specialized coverages as needed. Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests Review and audit policies for compliance with internal procedures. Prepare proposals for clients and potential clients. Visit clients as necessary to ensure client satisfaction.

ESSENTIAL FUNCTIONS:

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

• Manage the marketing activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking of policy renewals utilizing marketing sheets
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Sagitta.
• Scan and maintain documents, policies and correspondence.
• Manage day to day account transactions including additions, deletions of vehicles, acquisitions, ,
• Support administration of program adjustments including dividend and audit adjustments.
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
• 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 manner. Generation of accurate renewal submission, proposals,  
• Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
• Seek out new business through referrals, cross-selling and account rounding
• Mentor and assist junior staff

QUALIFICATIONS: 

• Minimum of eight years of insurance brokerage or insurance carrier experience.
• Strong computer skills including MS office suite, Excel and PowerPoint.
• Must be detail oriented.
• Must have excellent organization and time management skills. 

EDUCATIONAL REQUIREMENTS:

• College degree in Insurance or related field preferred.
• Preferably at least 5 Years’ Experience in handling a book of business
• New York or New Jersey P&C Brokers License

COMPENSATION: 

The national average salary for this role is $100 000.00 - $130 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great