Commercial Insurance Account Manager

• Experience working for an insurance agency, broker or carrier is required (at least 5+ years of commercial insurance industry experience). Experience working for or with mid-size to large firms, and experience working company risk, contracts, underwriting, and/or insurance policies or claims is also preferred.

• Candidates with strong, professional communication skills - both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.

• High attention to detail, and the ability to learn and understand software systems quickly.

• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.

• Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.

• Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions (that aren't often black & white), and who aren't afraid to sell the company's expertise and services to clients.

• Experience working with senior living and/or human services clients preferred

The account manager will handle day-to-day client issues and questions. A detailed list of job duties include (but are 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

• 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 (if applicable)

• Prepare documentation including invoicing and confirmation of coverage

• Review and email policies to clients

• Use agency management system (Sagitta) as appropriate throughout the process

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• Must have 5+ years of experience in working with an Insurance Brokerage.

• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.

• Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.

• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

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• Bachelor's degree preferred - experience equivalent will be considered

• Broker's P&C license is required

• Insurance designation preferred

EPIC has over 60 offices and 4,000 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, 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/ .

EPIC embraces diversity in all its various forms - whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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