Remote Commercial Insurance Account Executive

Logoslabs; San Francisco (CA); À distance; USD 85 000 - 88 000; Plein temps

Avantages offerts par ce poste

Generous PTO

Bonuses

401(k) matching

Medical, dental, vision insurance

Pet Insurance

Wellness programs

Résumé du poste

EPIC Insurance Brokers & Consultants is seeking an Account Executive for remote work with EST or CST hours. The role focuses on day-to-day client service, renewal management, and new client intake, with responsibilities spanning documentation, invoicing, and insurer communications.

Candidates should expect a compensation range around the posted base salary, potential bonuses, and a comprehensive benefits package as part of a nationwide team.

Responsabilités

• Handle day-to-day client issues and questions via phone or email.
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolutions.
• 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 and present to client.
• Prepare documentation including invoicing and confirmation of coverage.
• Review and email policies to clients.
• Use Sagitta as appropriate throughout the process.

Description du poste

EPIC Insurance Brokers & Consultants is seeking an Account Executive for remote work with EST or CST hours. The role focuses on day-to-day client service, renewal management, and new client intake, with responsibilities spanning documentation, invoicing, and insurer communications.

Candidates should expect a compensation range around the posted base salary, potential bonuses, and a comprehensive benefits package as part of a nationwide team.