Commercial Insurance Account Manager - Real Estate

Epic Insurance Brokers and Consultants; Centennial (CO); On-site; USD 55,000 - 90,000; Full time

Job summary

Epic Insurance Brokers and Consultants in Greenwood Village, CO is seeking a Commercial Insurance Account Manager to support Account Executives, administer policies, coordinate billing, and manage client communications for large real estate and development accounts.

The role requires current commercial insurance experience, a P&C license, and a proactive, team-oriented approach. Primarily in-office with some flexibility for remote work, matching our growth-focused environment.

Qualifications

• CURRENT commercial insurance industry experience required.
• Licensed in P&C; 2–3+ years in brokerage servicing large accounts preferred.
• Real estate experience is a plus but not required.

Responsibilities

• Manage activity for assigned accounts.
• Handle schedule of values for each client.
• Create schedules of insurance and proposals.
• Administer quarterly reporting and invoicing for locations.
• Process endorsements and invoicing.
• Track client balances and coordinate with accounting for payments.
• Set up new and renewal policies.
• Maintain schedule and policy records in SAGE.

Skills

Commercial insurance knowledge

Account management

Customer service

Communication

Education

P&C license

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

Commercial Insurance Account Managers provide high-quality service to our Clients ( who are large, complex accounts in real estate & development industries ) 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 Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.

Location

Primarily in-office: This role must work in our Greenwood Village, CO office . Candidates can work from home up to five days every month, with the entire month of August being flexible.

What We're Looking For

REQUIRED : Candidates with current commercial insurance industry experience, licensed in P&C. Strongly prefer candidates with at least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts. Real estate experience nice to have but not required.

MUST HAVE: Strong sense of urgency and thoroughness. This successful team handles large accounts for clients, so speed to respond while also being accurate is of the utmost importance.

Team players who are eager to learn and grow, and collaborate well with others.

What You'll Do

• Manage the activity for assigned accounts
• Manage the schedule of values for each assigned Client
• Create schedules of insurance and proposals
• Administer quarterly reporting and invoicing of locations added or removed from the schedule of values
• Endorsement processing
• Invoicing
• Tracking client account balances and working with the accounting department to ensure prompt payment is executed
• Set up new and renewal policies
• Maintain current schedule and policy records in SAGE, our custom broking system
• 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'll Bring

COMPETENCIES:

Team Player: EPIC's National Real Estate Practice is a close-knit team. Candidate must be able to work well in a team environment.

Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others' messages. Asks clarifying questions to ensure understanding

Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and EPIC. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Quality Extended Task Focus: Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged.

Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persisten