Skill Bridge Account Manager

EPIC Brokers is seeking a Skill Bridge Account Manager to train for a pivotal role, focusing on learning and understanding Property and Casualty or Employee Benefits Insurance policies.

Role Overview:

This role is designed to help you transition from military service to a civilian career. You’ll gain expertise in business insurance policies, processes, and procedures to support current clients and contribute to expanding our book of business through cross-selling, marketing, and efficient client communication.

Responsibilities:

• Manage Business Insurance Policies: oversee the full book of Business Insurance policies, monitor policy renewals, track open items, ensure timely and accurate invoicing, and manage policy endorsements, cancellations, audits, and notices.
• Collaborate and Support: work closely with producers and internal teams, provide support to the sales and service team during renewal marketing, leverage EPIC resources on written materials for presentations, and research client operations on their websites.
• Cross-Sell and Enhance Existing Business: assist with pursuing opportunities to cross-sell Business Insurance policies and review and analyze current policies for existing clients.
• Client Relationship Management: assist in managing existing client relationships, coordinate and collaborate with account teams to deliver exceptional service, and research and support new business production efforts.
• Hands-On Experience and Licensing: complete the Property and Casualty (P&C) or Life and Health license test for your state, gain practical experience within EPIC Brokers, and use this program as a steppingstone to a rewarding full-time career.

Qualifications:

• College degree preferred or equivalent working experience.
• Current active military service member seeking a Skill Bridge transition role, available for a minimum of 4 months (ideally 6 months).
• Willingness to study for and successfully complete Property and Casualty licensing requirements.
• Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, and presentation software) preferred.
• Service Focus: emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.
• Information Seeking: curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.
• Composure and Resiliency: ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.
• Communicating: providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.
• Conflict Management: addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.
• Analytical Thinking: identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.
• Accountability: taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.
• Time Management: managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.

Salary Range:

The national average salary for this role is $45,000-$60,000 in base pay (exclusive of bonuses or benefits). The actual base pay offered will be determined based on your experience, certifications, education, and market data.

Compatible Military

Experience:

• Customer Service Representatives
• Operations Managers
• Analysts
• Project Managers
• Training
• First Sergeants
• Program Managers
• Human Resources

EPIC Brokers is committed to diversity and inclusion. We encourage applications from all qualified candidates.

Equal Opportunity/Affirmative Action Employer.