Commercial Insurance - Account Manager

EPIC Insurance Brokers & Consultants; Creve Coeur (MO); Hybrid; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Generous paid time off

Parental leave

Employee referral program

401(k) matching

Medical, dental, vision insurance

Zusammenfassung

EPIC Insurance Brokers & Consultants, through Greyling Insurance Brokerage & Risk Consulting, seeks an Account Manager to be the primary client contact for architect & engineering accounts, focusing on day-to-day service, renewal management, and client onboarding. The role is hybrid; three days a week in our St.

Louis, MO Creve Coeur office. Candidates should have commercial P&C account management experience and strong communication skills, with a focus on client satisfaction and accurate

Qualifikationen

• Knowledge of Property & Casualty lines and services.
• Ability to analyze situations and draw conclusions.
• Experience with agency management systems and rating procedures.

Aufgaben

• Provide day-to-day client service and renewal management.
• Handle insurer communications, documentation and invoicing support.
• Prepare insurance proposals and present options to clients.
• Use Sagitta and documents to maintain account information.

Kenntnisse

P&C account management

Strong communication

Customer service

Ausbildung

High school diploma or GED

College degree preferred

Tools

Sagitta

Microsoft Office

Jobbeschreibung

JOB OVERVIEW:

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

The Commercial Insurance Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect & engineering clients. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.

WHAT WE’RE LOOKING FOR:

• REQUIRED: Candidates with commercial property & casualty account management experience, preferably at least 2+ years.
• Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
• Location: REQUIRED - This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO (Creve Coeur) office.

WHAT YOU’LL DO:

The Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):

Handle day‐to‐day client issues and questions via phone or email including:

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
• Appropriately document customer service transactions
• Handle changes in exposure and manage related endorsement and documentation process
• Forward contract reviews to appropriate resources
• Forward certificate of insurance requests to appropriate resource
• Issue Auto ID Cards as needed
• Create and update account information in the shared database
• Claims reporting
• Assist with processing of invoicing and order financing when appropriate

Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.

• Pre‐complete insurance applications
• Send request for information to clients
• Follow‐up on collecting information
• Submit information to insurers
• Negotiate policy terms
• Obtain options from competing insurers as needed
• Prepare insurance proposal including analysis and comparison of options (if applicable)
• and present to client (mostly via phone or web)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use agency management system (Sagitta) as appropriate throughout the process

Job Accountability Measures

• Adherence to established procedures
• Timing and quality of service
• Technical accuracy; attention to detail
• Positive professional attitude; leadership
• Proactive problem‐solving
• Effective communication
• Avoidance of errors and omissions
• Meet or exceed agreed‐upon goals

WHAT YOU’LL BRING:

• Full knowledge of Property & Casualty lines of coverage and services
• Recognize problems and respond appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and oral

Education and/or Experience:

• High school diploma or G.E.D. equivalent required. College degree preferred.
• Two or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Certificates / Licenses:

• Property and Casualty Broker License

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-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”

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.

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