Account Executive - Personal Lines Remote US Based

EPIC Insurance Brokers & Consultants; Mississippi; Remote; USD 50,000 - 85,000; Full time

Job summary

An established industry player is seeking a Private Client Account Manager to join their dynamic team. This role involves providing exceptional service to Private Clients, managing renewal activities, and developing strong relationships with carriers. As a trusted advisor, you will advocate for clients while identifying sales opportunities. The company fosters a collaborative environment and offers generous benefits, including paid time off and unique perks. If you're a detail-oriented problem solver looking to make a difference, this is the perfect opportunity to grow your career in a supportive and innovative setting.

Benefits

Generous Paid Time Off

Paid Parental Leave

Employee Referral Bonus

Employee Recognition Programs

Pet Insurance

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Wellness Programs

Qualifications

• Must be accurate, detailed, and thorough in all tasks.
• Ability to manage projects and customer concerns effectively.

Responsibilities

• Provide exceptional service to Private Client customers.
• Manage renewal activities and develop relationships with carriers.
• Look for sales opportunities and assume ownership of customer feedback.

Skills

Problem-solving

Attention to detail

Customer advocacy

Education

College degree or equivalent experience

Broker’s license in state hired

Tools

Sagitta

Worksmart

Microsoft Excel

Microsoft Outlook

Job description

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:

The Private Client Account Manager is responsible for providing exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times. The Private Client Account manager works independently and must be an excellent problem solver.

LOCATION: Open to remote

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

Critical Job Functions:

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client account managers, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.

• Critical Job Functions:

  • Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
  • Work as a team with other Private Client account managers, producers and department managers.
  • Develop cooperative and professional relationships with our carriers.
  • Manage all renewal activity from start to close.
  • Deliver complete and accurate renewal reviews according to agency guidelines.
  • Look for sales opportunities by account rounding and selling additional coverage.
  • Assume ownership of customer concerns and feedback until completion.
  • Remarket accounts according to agency guidelines or at the request of the producer or insured
  • Take on additional responsibilities. Manage projects as directed by supervisors and managers.
  Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standard.

WHAT YOU’LL BRING:

Skill & Qualifications:

• Must be accurate, detailed and thorough.
• Accepts full ownership of issues and follows through to completion.

Educational Requirement:

• College graduate or experience equivalent.
• Possession and maintenance or a broker’s license in state hired.

Technology:

• Experienced uses of most critical industry software programs, Sagitta, Worksmart.
• Proficient in Microsoft Excel, Work and Outlook.

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
• 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”

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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