Commercial Insurance Account Manager

Epic Insurance Brokers and Consultants; Austin (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Generous paid time off

PTO for salaried employees

Job summary

Epic Insurance Brokers and Consultants in Austin, TX seeks an experienced Commercial Account Manager for a fast-paced environment in the entertainment and live events sector. You will support clients across casualty, property, workers comp, E&O, and cyber-liability coverages, coordinating with underwriters and insurers.

Role is in-office, Monday–Friday, with possible partial remote days after training. Requires strong written and verbal communication and attention to detail.

Qualifications

• Minimum of 5 years of commercial account management experience.
• Current property/casualty license.
• Experience with agency management software, preferably Sagitta.

Responsibilities

• Maintain effective and timely communication with all clients via email, letters, and phone.
• Assess client needs and advise on appropriate insurers, coverage, and pricing.
• Prepare insurance applications for required coverage lines.
• Create accurate, professional market and client documents and presentations.
• Review client contracts and insurance requirements.
• Issue certificates of insurance and coverage binders.
• Adhere to delegated authorities and internal processes.
• Invite renewals and pursue new business to maximize retention.
• Review and issue insurance documentation as needed.
• Prepare premium invoices and client accounting statements.
• Generate various insurance-cycle reports.
• Coordinate with insurers regarding client policies.
• Discuss additional products and services as requested by clients.
• Maintain electronic client files and manage aged debt.

Skills

Commercial account management

Property/casualty license

Communication skills

Sagitta experience

MS Word / Excel / Outlook

Analytical skills

Negotiation with underwriters

Tools

Sagitta

MS Word

Excel

Outlook

Job description

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:

If you love a fast-paced environment and are fascinated by the live entertainment industry? Then you'll love this opportunity!

Our Austin, TX Entertainment & Live Events team insures a variety of clients in the music, live event, film, theater, and production industries, and clients' events across the U.S. and world. When unexpected delays, cancellations or other unforeseen circumstances arise, our clients receive best-in-class support and service to mitigate their risks and exposures.

We are seeking an experienced Commercial Account Manager to join our team to assist with a wide spectrum of commercial insurance lines including casualty, property, workers comp, E&O, D&O Cyber-Liability coverages.

LOCATION:

In-Office, 5 days a week in our Austin, TX office. Must be willing & able to work from 9am-6pm Monday thru Friday. (NOTE: May be open to 1 day a week from home once fully trained on the role.)

WHAT WE'RE LOOKING FOR:

• At least 5+ years of commercial insurance account management experience required
• Candidates with strong, professional communication skills - both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and consistently are quick to respond to and/or acknowledge communications (both from internal & external sources).
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU'LL DO:

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

• Effective and timely communication with all clients - email, letters & telephone
• Review the needs of all customers and advise on the appropriate insurers, coverage and pricing
• Prepare insurance applications for required coverage lines
• Put together accurate, timely, professional and compliant presentations, reports and other market and client documents as required
• Review of client contracts and insurance requirements
• Issuance of certificates of insurance and coverage binders
• Comply thoroughly with any delegated authorities to which we are subject
• Invite renewals and new business expediently and maximize retention and new business
• Checking and issuing of insurance documentation
• Preparation of premium invoices and client accounting statements
• Complete various reports as required throughout the insurance cycle
• Liaise as necessary with insurers in relation to client's policies
• Actively discuss any additional products, cover and services that the client needs and requests
• Maintain and update electronic client files
• Minimized aged debt
• Such other duties as the Senior or line management may from time to time require

WHAT YOU'LL BRING:

• Minimum of 5 years of experience in commercial account manager role
• Current property/casualty license
• Experience with agency management software (preferably Sagitta)
• Proficient with MS Word, Excel and Outlook
• Strong analytical skills and knowledge of commercial insurance lines
• Proven ability to effectively negotiate rates and coverage with underwriters
• Excellent communication skills with clients during the sales and/or service processes
• Compensation dependent upon qualifications

COMPENSATION:

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-obse