Senior Account Manager-Property & Casualty

Overview

Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values align with what you’re looking for in your next career, consider joining our team.

Location
:
Duluth, GA - Hybrid 3 days a week in the office

• The Senior Account Manager will handle day-to-day client issues and questions. A detailed list of duties includes (but is not limited to):

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
• Adequately 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 resources
• Issue Auto  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 requests 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 proposals including analysis and comparison of options (if applicable) and present to client (mostly via phone or web)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use agency management system (Sagitta) as appropriate throughout the process

• Customer satisfaction; retention
• Adherence to established procedures
• Timing and quality of service
• Technical accuracy; attention to detail
• Positive professional attitude; leadership
• Proactive problem solving
• Effective communication
• Personal development
• Avoidance of errors and omissions
• Meet or exceed agreed-upon goals

• 4+ years of experience in working for a commercial Insurance Brokerage
• Experience in placing insurance for international companies is highly desirable
• Advanced working knowledge of Microsoft Office (word processing, spreadsheets, database, and presentation software)
• Ability to work in a fast-paced environment with multiple competing tasks
• High level of interpersonal skills to handle sensitive and confidential situations; teamwork, poise, tact, and diplomacy
• Bachelor’s degree preferred; experience considered in lieu of degree
• Broker’s P&C license required; if not possessed, must obtain within 90 days of hire
• Insurance designation preferred

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

EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:

• Generous Paid Time Off (PTO) for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees plus 12 company-observed paid holidays and 4 early-close days
• Generous leave options:
  Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs and awards
• Employee Resource Groups:
  Women’s Coalition, EPIC Veterans Group
• Professional growth and development:
  Mentorship, Tuition Reimbursement, Leadership Development
• Other benefits including Pet Insurance, Identity Theft & Fraud Protection, Legal Planning, Family Planning, and Menopause & Midlife Support
• 401(k) matching, medical, dental, vision, and wellness programs
• Collaborative, inclusive work culture supporting production and service
• EPIC Gives Back initiatives and charitable efforts
• Recognition of EPIC among top property/casualty agencies

To learn more about EPIC, see the Careers page:

EPIC embraces diversity in all forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. Diversity drives innovation and helps us deliver the best outcomes to our clients. California applicants: privacy rights information is available at the EPIC privacy notice. Massachusetts: legal notice regarding lie detector tests is provided where applicable.