Account Manager, Commercial Lines

EPIC Brokers; Melville (NY); Hybrid; USD 75.000 - 85.000; Vollzeit

Benefits dieser Stelle

Generous PTO

Bonuses

401(k) matching

Medical, dental, vision insurance

Life insurance

Tuition reimbursement

Zusammenfassung

EPIC Insurance Brokers & Consultants is seeking a Commercial Line Middle Market Account Manager to support Senior Account Executives and service client policies. The role includes processing applications, billing coordination, and handling administrative duties while maintaining strong client relationships.

Ideal candidates bring 3+ years in insurance brokerage, strong organization, and excellent communication skills.

Qualifikationen

• Minimum 3+ years of insurance brokerage industry experience.
• Strong MS Office skills.
• Familiarity with Sagitta Agency Management System preferred.
• NJ/NY P&C Brokers License preferred.

Aufgaben

• Manage quoting activity for assigned accounts.
• Create schedules of insurance and proposals.
• Track policy renewals and endorsements.
• Process endorsements and invoicing.
• Set up new and renewal policies in Vision.
• Scan and maintain documents and correspondence.
• Manage day-to-day account transactions.
• Generate schedules of insurance and related documents.

Kenntnisse

Insurance knowledge

Client relationship management

Organization & detail orientation

Communication skills

Negotiation & presentation

Ausbildung

College degree preferred

Tools

Sagitta

Jobbeschreibung

LOCATION: Hybrid, Melville, NY, Jersey City, NJ, Summit, NJ, Mt. Laurel, NJ

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 New York City and founded in 2007, our company has over 4,000 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's looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

Commercial Line Middle Market Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Account Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.

What You Will Do:

• Manage the quoting activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking of policy renewals
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Vision.
• Scan and maintain documents, policies and correspondence in Vision.
• Manage day-to-day account transactions including additions, deletions of vehicles, acquisitions
• Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed.
• Support administration of program adjustments including dividend and audit adjustments.
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.

What You Will Bring:

• Comprehensive understanding of commercial lines middle market insurance.
• Superior client relationship management skills
• Superior organizational skills and high attention to detail
• Strong problem-solving skills and sense of urgency
• Strong pride of ownership and work ethic
• Excellent written, verbal, and interpersonal communication skills – internal and external
• Ability to work independently and consistently meet deadlines
• Ability to prioritize and manage multiple projects/assignments
• Desire to work in a collaborative, team-oriented environment
• Ability to translate insurance terms into easy-to-understand explanations for client at all levels
• Strong negotiation and presentation skills

Preferred Credentials and Experience:

• Minimum 3 + years of insurance brokerage industry.
• College Degree preferred
• NJ/NY P&C Brokers License
• Strong Microsoft office skills.
• Sagitta Agency Management System is preferred

COMPENSATION

The national average salary for this role is $75,000 - $85,000 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.

COMPENSATION:

Exempt: The base salary range for this position is $75,000 - $85,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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, 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.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.