Commercial Insurance Account Manager

EPIC Insurance Brokers & Consultants; Sandy Springs (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid Time off

Bonuses

401(k) matching

Medical insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Commercial Insurance Account Manager for our GA hybrid team (Alpharetta or Sandy Springs). The role focuses on day‑to‑day client service, renewals, and onboarding new clients within the senior living sector.

The ideal candidate has 5+ years in commercial insurance, strong communication, and proficiency with MS Office and agency systems. Bachelor's degree preferred; P&C license required. Excellent benefits and growth opportunities are offered.

Qualifications

• 5+ years of experience with an Insurance Brokerage.
• Experience in placing insurance for Architect/Engineering & Construction industries is highly desirable.
• Advanced working knowledge of Microsoft Office applications.
• Ability to juggle multiple tasks in a fast-paced environment.
• High level of interpersonal skills for confidential situations.

Responsibilities

• Answer client questions and resolve client problems.
• Process and follow up on cancellation notices to ensure timely resolution.
• Document customer service transactions accurately.
• Handle changes in exposure and related endorsements/documentation.
• Proactively manage renewals and new business processes per EPIC timing standards.
• Prepare insurance proposals and required documentation.

Skills

Communication skills

Attention to detail

Problem solving

Team player

Adaptability

Education

Bachelor's degree preferred

Broker's P&C license required

Tools

Microsoft Office

Sagitta

Job description

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:

The Commercial Insurance Account Manager will be part of our division that specializes in large accounts for clients in the senior living industry. The 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. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business. 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.

LOCATION: Alpharetta or Sandy Springs, GA - Hybrid, 3 days a week in-office

WHAT WE'RE LOOKING FOR:

• Experience working for an insurance agency, broker or carrier is required (at least 5+ years of commercial insurance industry experience). Experience working for or with mid-size to large firms, and experience working company risk, contracts, underwriting, and/or insurance policies or claims is also preferred.
• 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 with clients or internal stakeholders.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.
• 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 (that aren't often black & white), and who aren't afraid to sell the company’s expertise and services to clients.
• Experience working with senior living and/or human services clients preferred

WHAT YOU'LL DO:

• 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)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use agency management system (Sagitta) as appropriate throughout the process
  

WHAT YOU'LL BRING:

Skills & Qualifications:

• Must have 5+ years of experience in working with an Insurance Brokerage.
• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications in 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.

Educational requirement:

• Bachelor's degree preferred - experience equivalent will be considered
• Broker's P&C license is required

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.

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.