EPIC Insurance Brokers & Consultants
Account Manager (P&C)
EPIC Insurance Brokers & Consultants, Goshen, Indiana, United States, 46528
Outside Sales Account Manager – Industrial Component Service and Repair
Location : Any Indiana office – Hybrid 1 day a week.
Responsibilities
Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to servicing clients from Midwest, Northeast, and West regions.
Assist clients with policy coverages and related questions; review policy coverages for potential gaps and additional needs.
Collaborate with Producers to address client service needs and renew/retain assigned accounts.
Conduct the renewal process, providing best options for clients and suggesting additional coverage.
Maintain client files in appropriate systems and provide standard office/administrative support.
Manage carrier relationships and stay updated on contracted carrier changes and industry trends.
Ensure timely and accurate processing of all applications, policies, endorsements, and related items.
Inform, educate, and assist clients with policy coverage changes and needs.
Meet quality and timeliness standards within the Agency Management System while properly documenting all activity.
Negotiate premiums and commissions with underwriters and wholesalers, presenting quote options to clients or Producers.
Bind and issue policies via carrier websites or by ordering from underwriters.
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities.
Maintain cordial and effective relationships with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts.
Stay informed about industry trends, new products, coverages, legislation, and technology to continuously improve knowledge and performance.
Resolve problems or enhance service in a timely manner within a fast‑paced environment.
Maintain expert knowledge of insurance coverage and agency operations.
Perform other duties as assigned.
Qualifications
Full knowledge of Property & Casualty lines of coverage and services.
Analytical skills to recognize problems and respond appropriately.
Experience with Agency Management Systems, rating procedures, coverages, and industry operations to manage, maintain, and write assigned clients.
Advanced knowledge of Internet navigation and Microsoft Office programs (Windows, Outlook, Word & Excel).
Strong attention to detail and time management abilities.
Excellent multi‑tasking and prioritization skills.
Ability to work effectively both with and without direct supervision.
Experience working independently and as part of a team.
Strong interpersonal communication skills, both written and oral.
Education and Experience
High school diploma or GED equivalent required; college degree preferred.
Two or more years of experience in a mid‑size brokerage or carrier.
Working knowledge of Microsoft Office software (word processing, spreadsheets, databases, presentations).
Experience in a fast‑paced environment juggling multiple competing tasks.
High interpersonal skills for handling sensitive and confidential situations.
Indiana Property & Casualty license.
Valid driver’s license.
Willingness to travel to clients; some air travel may be required.
Compensation The base pay offered will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data.
Benefits
Generous Paid Time Off: Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days.
Generous leave options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs and awards (including trips).
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
Unique benefits: Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, Menopause & Midlife Support.
Additional benefits: 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs.
50/50 Work Culture: collaboration between producers and rest of the business.
EPIC Gives Back: charitable efforts including Donation Connection, Employee Assistance Fund, People First Foundation.
Ranking: Top 10 property/casualty agencies per “Insurance Journal”.
EPIC embraces diversity in all its various forms—thought, background, race, religion, gender, skills or experience—fostering a community where every colleague feels welcomed, valued, respected, and heard.
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 that 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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Responsibilities
Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to servicing clients from Midwest, Northeast, and West regions.
Assist clients with policy coverages and related questions; review policy coverages for potential gaps and additional needs.
Collaborate with Producers to address client service needs and renew/retain assigned accounts.
Conduct the renewal process, providing best options for clients and suggesting additional coverage.
Maintain client files in appropriate systems and provide standard office/administrative support.
Manage carrier relationships and stay updated on contracted carrier changes and industry trends.
Ensure timely and accurate processing of all applications, policies, endorsements, and related items.
Inform, educate, and assist clients with policy coverage changes and needs.
Meet quality and timeliness standards within the Agency Management System while properly documenting all activity.
Negotiate premiums and commissions with underwriters and wholesalers, presenting quote options to clients or Producers.
Bind and issue policies via carrier websites or by ordering from underwriters.
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities.
Maintain cordial and effective relationships with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts.
Stay informed about industry trends, new products, coverages, legislation, and technology to continuously improve knowledge and performance.
Resolve problems or enhance service in a timely manner within a fast‑paced environment.
Maintain expert knowledge of insurance coverage and agency operations.
Perform other duties as assigned.
Qualifications
Full knowledge of Property & Casualty lines of coverage and services.
Analytical skills to recognize problems and respond appropriately.
Experience with Agency Management Systems, rating procedures, coverages, and industry operations to manage, maintain, and write assigned clients.
Advanced knowledge of Internet navigation and Microsoft Office programs (Windows, Outlook, Word & Excel).
Strong attention to detail and time management abilities.
Excellent multi‑tasking and prioritization skills.
Ability to work effectively both with and without direct supervision.
Experience working independently and as part of a team.
Strong interpersonal communication skills, both written and oral.
Education and Experience
High school diploma or GED equivalent required; college degree preferred.
Two or more years of experience in a mid‑size brokerage or carrier.
Working knowledge of Microsoft Office software (word processing, spreadsheets, databases, presentations).
Experience in a fast‑paced environment juggling multiple competing tasks.
High interpersonal skills for handling sensitive and confidential situations.
Indiana Property & Casualty license.
Valid driver’s license.
Willingness to travel to clients; some air travel may be required.
Compensation The base pay offered will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data.
Benefits
Generous Paid Time Off: Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days.
Generous leave options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs and awards (including trips).
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
Unique benefits: Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, Menopause & Midlife Support.
Additional benefits: 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs.
50/50 Work Culture: collaboration between producers and rest of the business.
EPIC Gives Back: charitable efforts including Donation Connection, Employee Assistance Fund, People First Foundation.
Ranking: Top 10 property/casualty agencies per “Insurance Journal”.
EPIC embraces diversity in all its various forms—thought, background, race, religion, gender, skills or experience—fostering a community where every colleague feels welcomed, valued, respected, and heard.
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 that 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.
#J-18808-Ljbffr