Account Manager (P&C)

Posted 10 Days Ago
Be an Early Applicant
33432, Boca Raton, FL
Mid level
Insurance
The Role
The Account Manager serves as the primary client contact, managing inquiries, conducting research, analyzing data, and supporting new business development for insurance accounts.
Summary Generated by Built In

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:

  • Serve as primary expert resource and first point of contact for clients
  • Perform research/analysis and handle of wide variety of client questions on coverage/eligibility and government reporting compliance
  • Prepares endorsements per client requests
  • Analyze relevant client data for new and renewal business including census/experience data, contractual requirements for insurance, etc
  • Conduct market comparisons by analyzing insurance rates and renewal information
  • Obtain quotes and make recommendations to clients regarding coverage and exclusions
  • Negotiate premium and commission rates on behalf of clients for best alternatives
  • Provides marketing and new business development support to producers, including preparing presentations and proposals and participating in meetings with prospective clients
  • Conducts marketing and new business development for employee’s book of business
  • Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
  • Assist with input and maintenance of Agency Management System
  • Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
  • Collect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate parties
  • Delegates office administrative work to appropriate staff and oversees said tasks

SUPERVISORY RESPONSIBILITIES:

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

KEY COMPETENCIES:

  • 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 in order 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
  • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
  • 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

WHAT YOU’LL BRING:

  • College degree or equivalent experience required
  • 3-5 years’ experience in mid-size insurance brokerage or carrier
  • 3-5 years' experience working in retail commercial P&C agency
  • Current Georgia Property and Casualty License required
  • Valid Driver License required


LOCATION: Duluth, GA or Boca Raton, FL


COMPENSATION:

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 time to join the team and be a part of this growth. We offer:

  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

 

#LI-SG1

#Hybrid

 


Top Skills

Agency Management Systems
Excel
MS Office
Outlook
Windows
Word
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, California
2,616 Employees
On-site Workplace
Year Founded: 2007

What We Do

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.

Check out our other links for all things EPIC: https://linktr.ee/epicbrokers

Similar Jobs

Cloudflare Logo Cloudflare

Senior Territory Account Executive - Portuguese Speaking

Cloud • Information Technology • Security • Software • Cybersecurity
Hybrid
3 Locations
3900 Employees

Toast Logo Toast

Tampa, FL District Sales Manager

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Tampa, FL, USA
5000 Employees
181K-290K Annually

Cox Enterprises Logo Cox Enterprises

Territory Sales Representative

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Hybrid
Fort Walton Beach, FL, USA
50000 Employees
27K-63K Annually

Cox Enterprises Logo Cox Enterprises

Advertising Account Executive (Cox Media)

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Hybrid
Pensacola, FL, USA
50000 Employees
29K-64K Annually

Similar Companies Hiring

Flume Health Thumbnail
Software • Insurance • Healthtech
US
22 Employees
Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
89 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account