Account Manager

EPIC Insurance Brokers & Consultants; United States; Remote; Full time

Job summary

An established industry player is seeking a dedicated Account Manager to join their dynamic team. In this remote role, you will be the primary contact for small business clients, managing their needs and ensuring satisfaction through excellent service. Your expertise in commercial insurance will be crucial as you navigate policy changes, handle claims, and provide tailored solutions. This innovative firm values growth and collaboration, offering a supportive environment where your contributions will make a difference. If you're looking to advance your career in a thriving company that prioritizes employee well-being and development, this opportunity is perfect for you.

Benefits

Generous Paid Time Off

Paid Parental Leave

Employee Referral Bonus

Pet Insurance

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Wellness Programs

Employee Recognition Programs

Qualifications

• 3+ years of commercial insurance experience required.
• Strong customer service and communication skills essential.

Responsibilities

• Manage client relationships and respond to inquiries promptly.
• Process policy changes and maintain documentation accurately.

Skills

Customer Service Skills

Communication Skills

Problem Solving

Organizational Skills

Education

Bachelor's Degree Preferred

Commercial Insurance Experience

Tools

Nexsure Agency Management System

Microsoft Office

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!

WHAT YOU'LL DO:

Position Overview: Account Manager position in EPIC’s Main Street (Small Commercial) National platform. Handle all aspects of a small business client’s needs and the relationship independently.

Critical Job Functions:

• As primary relationship to our clients, respond promptly to client inquiries in a professional and courteous manner, adhering to agency guidelines.
• Maintain proper file documentation including properly documenting all phone calls, correspondence, and emails in Nexsure Agency Management System.
• Prioritize workflow and follow standard procedures for processing renewals, remarketing, endorsements, audits, cancellations and claims.
• Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and policy changes are processed in a timely manner.
• Follow up on agency bill, accounts receivable for renewals, endorsements and audits.
• Assume ownership of customer concerns and feedback until a successful resolution is achieved.
• Review client exposures, loss experience and current coverage and provide proactive solutions. Recommend appropriate products and services.
• Claims Management: first reports and some follow-through.
• Remarket and account round accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.

LOCATION:

The role is remote and reports into Melville, NY office. US locations only, prefer candidates who can work Eastern Standard Time zone.

WHAT YOU’LL BRING:

• Minimum three (3) year prior commercial insurance experience.
• Strong customer service skills with an ability to assess insurance coverage needs.
• Excellent communication and diplomacy skills to resolve client issues.
• Articulate, well organized and focused.
• Goal oriented and highly motivated and resourceful to achieve superior results.
• Ability to work independently, as well as in a team environment.
• Proficient in Microsoft Office and relevant company proprietary databases.
• College graduate preferred or experience equivalent.
• Broker’s license is required.

COMPENSATION:

The national average hourly rate is $30.77 to $33.34 non-exempt 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 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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