Personal Lines Account Manager

EPIC Insurance Brokers & Consultants; Carmel (IN); On-site; USD 50,000 - 65,000; Full time

Job summary

EPIC Insurance Brokers & Consultants is seeking a Personal Lines Account Manager to deliver exceptional customer service and support. The role involves managing client relationships, addressing inquiries, and developing knowledge of carrier websites for efficient service delivery. Ideal candidates will have a broker’s license and strong organizational skills, joining a fast-growing team committed to excellence.

Benefits

Generous Paid Time Off

Paid parental leave

Employee referral bonus of $1,500

Quarterly recognition programs

Tuition Reimbursement Program

401(k) matching

Medical, dental, and vision insurance

Employee Assistance Programs

Pet Insurance

Cancer Insurance

Qualifications

• Pursuing or attained broker’s license in the state hired.
• Excellent organizational, communication, and technology skills.
• Strong customer service skills with an ability to assess coverage needs.

Responsibilities

• Provide superior customer service to clients and carriers.
• Field inquiries and provide solutions proactively.
• Look for new sales opportunities through upselling.

Skills

Organizational skills

Time management

Customer service

Diplomacy skills

Education

Broker's license

College degree or equivalent experience

Job description

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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 San Francisco and founded in 2007, our company has over 3,000 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!

What You’ll Do

The Personal Lines Account Manager has a primary responsibility for providing superior customer service to clients and carriers. Our first objective is to retain existing clients.

• Field and respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner.
• View every client contact as an opportunity to give our clients another reason to keep their insurance with us. Review exposures, loss experience, and current coverage. Provide proactive solutions and recommend appropriate products.
• Follow department protocol for taking the next call in the queue, return calls promptly, and set clear expectations with the client.
• Document all communication with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
• Look for new sales opportunities by cross selling and upselling coverage.
• Develop a strong working knowledge of our carrier websites and utilize the sites to secure accurate and timely information for our clients. Strive to resolve all inquiries on the first phone call.
• Deliver complete and accurate account reviews according to procedures.
• Remarket accounts according to agency guidelines. Confirm that the client’s current program is the best option and if warranted, provide other options to the client.
• Assume ownership of customer concerns and feedback until the resolution is successfully accomplished. Utilize good judgment. Escalate problems to management as needed.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work as a team with your co-workers, producers, and department managers.
• Contribute to the team effort by openly sharing insurance knowledge with other employees.
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.
  
  

What You’ll Bring

• Attained or in pursuit of a broker’s license in state hired.
• Excellent organizational, communication, technology, and time management skills
• Excellent diplomacy skills to resolve client issues.
• Strong customer service skills with an ability to assess coverage needs.
• College graduate or experience equivalent.
• Possession and maintenance of a broker’s license in state hired.
  
  

LOCATION: Carmel, IN, Evansville IN

COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why Epic

EPIC has over 60 offices and 3,000 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
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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