Personal Lines Account Manager

EPIC Insurance Brokers & Consultants; Chicago (IL); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Generous Paid Time off

Paid parental leave

Employee referral bonus

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a Personal Lines Account Manager (Premier Elite Client Advocate) in a hybrid Chicago setting. You will provide expert service to Premier Elite clients, manage renewals, and partner with producers, carriers, and managers to grow accounts.

Ideal candidates bring at least 3 years of insurance experience, solid written and verbal communication, and a strong ownership mindset to independently manage a book of business.

Qualifications

• 3 years of personal, commercial, or mixed-lines insurance experience.
• Bachelor’s degree or comparable professional background.
• Active broker’s license and state licensing.
• Proven ability to independently manage a book of business.
• Proficiency with Sagitta and Image Right and core systems.

Responsibilities

• Provide exemplary service to Premier Elite Client Advocates clients.
• Collaborate with producers and department managers as a team.
• Develop professional relationships with carriers.
• Manage renewal activity from start to close.
• Deliver complete renewal reviews per agency guidelines.
• Identify sales opportunities through account rounding.
• Own customer concerns to completion and follow-through.

Skills

Insurance experience

Account management

Attention to detail

Ownership mindset

Problem solving

Written communication

Verbal communication

Independent work

Education

Bachelor’s degree or equivalent

Tools

Sagitta

Image Right

Excel

Word

Outlook

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 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!

JOB OVERVIEW:

The Personal Lines Account Manager (Premier Elite Client Advocate) is responsible for providing exceptional service to a group of Premier Elite Client middle-market personal lines customers by providing professional advice and demonstrating advocacy for the client at all times. The Account Manager works independently and must be an excellent problem solver.

WHAT YOU'LL BRING:

• Proven insurance foundation — Minimum of3 years of experience in personal, commercial, or mixed-lines insurance, with the ability to independently manage a book of business.
• Attention to detail — Accurate, thorough work with strong quality control.
• Ownership mindset — Takes full responsibility for issues and follows them through to resolution.
• Problem-solving strength — Able to assess situations quickly and identify effective solutions.
• Strong written communication — Clear, professional, and concise in all written interactions.
• Confident verbal communication — Articulate and effective in client, carrier, and internal conversations.
• Organizational skill — Manages competing priorities and deadlines with ease.
• Independent work style — Operates efficiently without close supervision.
• Education or equivalent experience — Bachelor’s degree or comparable professional background.
• Active broker’s license — Holds and maintains required state licensing.
• Industry software proficiency — Experienced with Sagitta, Image Right, and other core systems.
• Microsoft Office skills — Proficient in Excel, Word, and Outlook.

LOCATION:

Hybrid in Chicago, IL (3 days a week in office)

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Become a trusted advisor and provide exemplary service in all aspects to our Premier Elite Clients.
• Work as a team with other Premier Elite Client Advocates, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

COMPENSATION:

The national average salary for this role is $85,000-$95,000 in base pay and exclusive of any bonuses or benefits. 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
• 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.