Commercial Insurance Account Manager

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

 

JOB OVERVIEW:

The Commerical Insurance Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions.  While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.

 

WHAT WE’RE LOOKING FOR: 

• REQUIRED: Candidates with commercial property & casualty account management experience, preferably at least 5+ years. 
• Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
• Location: REQUIRED - This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO office.

 

WHAT YOU’LL DO: 

The Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):

Handle day‐to‐day client issues and questions via phone or email including:

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
• Appropriately document customer service transactions
• Handle changes in exposure and manage related endorsement and documentation process
• Forward contract reviews to appropriate resources
• Forward certificate of insurance requests to appropriate resource
• Issue Auto ID Cards as needed
• Create and update account information in the shared database
• Claims reporting
• Assist with processing of invoicing and order financing when appropriate

Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.

• Pre‐complete insurance applications
• Send request for information to clients
• Follow‐up on collecting information
• Submit information to insurers
• Negotiate policy terms
• Obtain options from competing insurers as needed
• Prepare insurance proposal including analysis and comparison of options (if applicable)
• and present to client (mostly via phone or web)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use agency management system (Sagitta) as appropriate throughout the process

Job Accountability Measures 

• Customer satisfaction; retention
• Adherence to established procedures
• Timing and quality of service
• Technical accuracy; attention to detail
• Positive professional attitude; leadership
• Proactive problem‐solving
• Effective communication
• Personal development
• Avoidance of errors and omissions
• Meet or exceed agreed‐upon goals

 

WHAT YOU’LL BRING: 

• Full knowledge of Property & Casualty lines of coverage and services
• Recognize problems and respond a