Account Manager, Commercial Lines

EPIC Brokers; Town of Huntington (NY); Vor Ort; USD 75.000 - 85.000; Vollzeit

Benefits dieser Stelle

Paid time off

Parental leave

Employee referral bonus

Zusammenfassung

EPIC Insurance Brokers & Consultants is seeking a Commercial Line Middle Market Account Manager to deliver high-quality service to Clients and Account Executives. You will support Senior Account Executives in policy administration, billing coordination, and processing applications.

The role requires in-depth knowledge of commercial lines, strong relationship management, impeccable organization, and the ability to work independently to meet deadlines while handling multiple assignments in a

Qualifikationen

• Minimum 3+ years in the insurance brokerage industry.
• College Degree preferred.
• NJ/NY P&C Brokers License.
• Sagitta AMS experience preferred.
• Strong Microsoft Office skills.

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 in Vision.
• Manage day-to-day account transactions.
• Generate and update schedules of insurance and certificates.
• Support program adjustments including audits.
• Communicate with clients and underwriters for changes.

Kenntnisse

Commercial lines

Client relationships

Detail orientation

Problem solving

Independent work

Ausbildung

Bachelor's degree

College degree preferred

Tools

Sagitta AMS

Microsoft Office

Jobbeschreibung

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 you're 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

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

• 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.

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
• 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”

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.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.