Premier Client Advocate-Account Manager

EPIC Insurance Brokers & Consultants; Carmel (IN); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager to join their dynamic team in Carmel. This role focuses on delivering exceptional customer service while retaining existing clients and exploring new sales opportunities. With a commitment to growth and collaboration, the company fosters a supportive environment where employees can thrive. You'll engage with clients, assess their needs, and provide tailored insurance solutions. If you're passionate about customer service and looking to make a meaningful impact in the insurance industry, this is the perfect opportunity for you.

Benefits

Generous Paid Time Off

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Pet Insurance

Employee Referral Bonus

Wellness Programs

Employee Recognition Programs

Legal Planning

Qualifications

• Pursuing or attained broker's license in state hired.
• Strong customer service skills with ability to assess coverage needs.

Responsibilities

• Provide superior customer service to clients and carriers.
• Document all communication with clients and carriers promptly.
• Look for new sales opportunities by cross selling and upselling.

Skills

Organizational Skills

Communication Skills

Customer Service Skills

Time Management

Diplomacy Skills

Education

College Graduate

Broker's 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 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 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.

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
• 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 /

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