Account Manager, Commercial Lines

Account Manager, Commercial Lines

Location: Hybrid, Mt. Laurel, NJ

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!

Job Overview

Responsible for managing a diverse book of middle market commercial clients providing an outstanding level of customer service to clients, carriers, and producers.

Critical Job Functions

Ultimately directs, manages, and controls all aspects of their client's insurance needs in collaboration with Producer(s) or Sr. Account Executives

Knowledge of complex, commercial insurance concepts

Able to gather, analyze, and organize data via spreadsheets

Manages renewal process from start through close, making suggestions for improvement in the clients program.

Arranges and attends client pre-renewal meetings and discusses renewal exposures and marketing strategy

Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client's current program is the best product option for accounts.

Negotiates renewals with incumbent carriers and reviews quotes for accuracy.

Prepares proposals, applications, and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies

Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system

Verifies policy and policy changes information, facilitating corrections when necessary

Manages Account Receivable and cancellation notices in a timely manner according to Best Practices outlined

Fields and responds promptly to inquiries from client, carriers, Producers, Account Executives, attorneys, and accountants

Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed

Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits, and cancellations

Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished

Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and account rounding

Must possess a high level of urgency and able to handle high demands on time and heavy workloads at times

Knowledge of financial documents; able to read, comprehend, and explain financial reports.

Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards

Contributes to a team effort by accomplishing related results as needed

Skills & Qualifications

State Insurance Brokers License (P&C)

Advanced insurance designation

Minimum 5 years account management experience in an agency setting-Commercial Insurance

Develops strong working relationships with internal resources such as claims and marketing and external relationships with underwriters and carriers. Can look for and introduce new carrier appointments and wholesale relationships as needed

Strong customer service skills with an ability to assess insurance coverage needs and make recommendations

Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute resolutions

Must be able to communicate with all levels of staff and management at client's office, including CEO, CFO, Accountants, and Attorneys

Excellent problem-solving ability using creative, logical, and analytical approaches

A resource to others in the department or organization for assistance with processes, procedures, and knowledge of insurance.

Can assist with training of others

Brings vision and natural leadership skills to department and/or organization.

Articulate, well organized, and focused

Goal oriented and highly self-motivated and resourceful to achieve results

Ability to work independently, as well as in a team environment.

Education

Bachelor's Degree, preferred

Technology

Proficient in Microsoft Office and relevant company proprietary databases

Compensation

The national average salary for this role is $85,000.00 - $100,000.00 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

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"