EPIC Insurance Brokers & Consultants
Account Manager (P&C)
EPIC Insurance Brokers & Consultants, Saint Louis, Missouri, United States, 63146
Job Overview
Insurance Client Manager (P&C)
at
EPIC Insurance Brokers & Consultants
is a client-facing commercial insurance role responsible for managing the full lifecycle of corporate accounts, from renewal strategy to policy servicing. The position offers a hybrid work model with 3 days in office each week. Responsibilities
Manage renewal processes, including pre‑renewal meetings, proposal preparation, policy binding, and final policy signoff. Attend pre‑renewal meetings to discuss exposures and strategy. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Provide client service and support, including client inquiry responses, billing, accounting, collections, and carrier discrepancy resolution. Respond promptly to client inquiries and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements and file documentation. Maintain documentation and compliance, ensuring COI, EOP compliance and accurate file updates. Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI and EOP compliance; meet and resolve lender requirements. Maintain accurate and complete files on all policies and updates in the system. Drive coverage strategy and account rounding by providing coverage recommendations, identifying account rounding opportunities, and collaborating with internal teams. Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross‑selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. Qualifications
Minimum 5 years of mid‑to‑large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail‑oriented, organized, and deadline‑driven. Ability to work independently and collaboratively in a fast‑paced environment. High school diploma or equivalent; bachelor’s degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days. Advanced insurance designation required (AAI or CIC). Compensation
Base pay will be determined based on experience, skills, certifications, and education, while also considering internal equity and market data. Benefits
Generous paid time off and PTO options. Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees. 12 company‑observed paid holidays; 4 early‑close days. Paid parental leave, pregnancy disability, bonding leave, and organ donor/bone marrow donor leave. Employee referral bonus of $1,500 per hired referral. Quarterly employee recognition program and additional awards. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Mentorship program, tuition reimbursement, and leadership development. Pet insurance, cancer insurance, identity theft & fraud protection, legal planning, family planning, and menopause & midlife support. 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs. Location
Hybrid model – 3 days a week in office at St. Louis, Missouri. EEO Statement
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.
#J-18808-Ljbffr
Insurance Client Manager (P&C)
at
EPIC Insurance Brokers & Consultants
is a client-facing commercial insurance role responsible for managing the full lifecycle of corporate accounts, from renewal strategy to policy servicing. The position offers a hybrid work model with 3 days in office each week. Responsibilities
Manage renewal processes, including pre‑renewal meetings, proposal preparation, policy binding, and final policy signoff. Attend pre‑renewal meetings to discuss exposures and strategy. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Provide client service and support, including client inquiry responses, billing, accounting, collections, and carrier discrepancy resolution. Respond promptly to client inquiries and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements and file documentation. Maintain documentation and compliance, ensuring COI, EOP compliance and accurate file updates. Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI and EOP compliance; meet and resolve lender requirements. Maintain accurate and complete files on all policies and updates in the system. Drive coverage strategy and account rounding by providing coverage recommendations, identifying account rounding opportunities, and collaborating with internal teams. Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross‑selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. Qualifications
Minimum 5 years of mid‑to‑large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail‑oriented, organized, and deadline‑driven. Ability to work independently and collaboratively in a fast‑paced environment. High school diploma or equivalent; bachelor’s degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days. Advanced insurance designation required (AAI or CIC). Compensation
Base pay will be determined based on experience, skills, certifications, and education, while also considering internal equity and market data. Benefits
Generous paid time off and PTO options. Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees. 12 company‑observed paid holidays; 4 early‑close days. Paid parental leave, pregnancy disability, bonding leave, and organ donor/bone marrow donor leave. Employee referral bonus of $1,500 per hired referral. Quarterly employee recognition program and additional awards. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Mentorship program, tuition reimbursement, and leadership development. Pet insurance, cancer insurance, identity theft & fraud protection, legal planning, family planning, and menopause & midlife support. 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs. Location
Hybrid model – 3 days a week in office at St. Louis, Missouri. EEO Statement
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.
#J-18808-Ljbffr