Account Manager, Commercial Lines

Location:  Remote or Hybrid. 

Job Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.  

Responsibilities

• Provide support to Account Executives supporting Middle to upper Middle Market commercial lines accounts. 
• Perform research/analysis and handling of wide variety of client/broker questions on coverage/eligibility and government reporting compliance
• Assist Account Executives with renewals from beginning to end, including quote reviews and proposal preparation
• Process endorsements and audits per client requests
• Conduct policy reviews, making necessary corrections and ensure timely policy delivery to insureds
• Conduct market comparisons by analyzing insurance rates and renewal information
• Deliver certificates of insurance and auto IDs and renewal and upon insureds request
• Assist with preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
• Provide premium allocations and finance quotes per client requests
• Review client accounting history, respond to accounting inquiries, corrects discrepancies, and contact clients on receivable collections
• Collaborate with internal claims processing team to ensure timely claim reporting and provide additional support when necessary
• Assist with input and maintenance of Agency Management System
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.

SUPERVISORY RESPONSIBILITIES:

• May assist in supervising Assistant Account Manager and/or Administrative Assistant position(s).

Minimum Requirements

• Active P&C license
• Bachelor’s degree or equivalent educational training or business experience
• College degree in insurance, business or related field preferred
• Insurance Designation preferred or willingness to attain one.
• Minimum of 3 plus years account management experience in an agency setting - Commercial Insurance.
• Sagitta and / or other Agency Management System and Image Right preferred.

KSAs (Knowledge, Skills, Abilities)

• Advanced knowledge of carrier websites for application detail input
• Full knowledge of Property Casualty lines of coverage and services
• Recognize problems and respond appropriately
• Able to analyze situations logically to draw solid conclusions
• Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects  (I believe you said you are willing to train).
• Advanced knowledge of navigating the Internet as well as Microsoft Office programs to include Windows, Outlook, Word, Excel, TEAMS and PowerPoint (do you need advanced Excel? Pivot Tables and Vlookups?)
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and oral
• Project a professional image in action and appearance
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Able to effectively interface with internal and external customers
• Able to handle confidential information with maximum discretion
• Able to understand business principles and apply them accordingly
• Detail-oriented, organized, and efficient
• Excellent written/verbal communication skills including communicating complex financial information
• High level of accountability and flexibility
• High-touch client orientation
• Open and willing to receive and give constructive critique
• Analytical skills
• Ability to work in a fast past environment
• Demonstrate a sense of urgency and proactive approach to meeting service requirements

Special Requirements

• Flexible to work outside normal working hours

The national average salary for this role is $80,000 to $100,000 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 JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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