Commercial Insurance - Account Manager

EPIC Insurance Brokers & Consultants; Creve Coeur (MO); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental leave

401(k) matching

Health, dental, vision insurance

Employee referral bonus program

Job summary

EPIC Insurance Brokers & Consultants in Creve Coeur, MO, is seeking a Commercial Insurance Account Manager to be the primary client contact for small to mid-size architect and engineering accounts. This hybrid role requires 3 days in the St.

Louis office and focuses on client service, renewals, and coordination with insurers. Ideal candidates have 2+ years of commercial P&C account management experience, strong communication skills, and proficiency with agency software such as Sagitta.

Qualifications

• Commercial property & casualty account management experience
• Strong communication skills and customer service focus
• Hybrid work arrangement; able to work 3 days/week in St. Louis, MO (Creve Coeur)

Responsibilities

• Provide day-to-day client service and renewal management for existing clients
• Handle inquiries via phone or email; document transactions accurately
• Process invoicing and aid in billing and payments when appropriate
• Prepare and present insurance proposals with options from insurers
• Maintain client data and manage endorsements and certificates of insurance
• Coordinate with insurers and internal teams to ensure timely coverage and renewals

Skills

P&C account management

Client service

Communication

Microsoft Office

Education

High school diploma or GED

2+ years commercial P&C brokerage experience

Tools

Sagitta

Job description

2 City Place Drive, Suite 200, St. Louis MO 63141

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:

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 resourceI believe this was a typo and the preceding bot had mistakenly not closed the last
• 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”

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.

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