EPIC Insurance Brokers & Consultants
Account Manager (P&C)
EPIC Insurance Brokers & Consultants, Carmel, Indiana, United States, 46033
Overview
11711 North Meridan St, 7th Fl, Carmel, IN 46032 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the US, our local market knowledge and industry expertise helps support our clients\' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\'re looking for in your next career, then consider joining our amazing team! LOCATION:
Any Indiana office - Hybrid 1 day a week
What You’ll Do
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
Assists clients with policy coverages and related questions; reviews the policy coverages for potential gaps and other needs of the policyholder
Works with Producers to assist client with the service needs mentioned above
Renews and retains assigned accounts; conducts renewal process working with Producers, if applicable, to provide the best possible options for our client
Provide client with additional coverage options
Maintains client files in appropriate systems and provides standard office/administrative support
Maintain carrier relationships and follow any changes with contracted carriers and keep up with industry trends
Other duties as assigned
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to client servicing in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs; assist clients in making coverage changes
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned
Marketing
Work with Placement Department and Producers to properly transition new business written
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
If needed, enter policy information into carrier websites for quote options
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer, if applicable
Bind and issue policies in carrier websites or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Other duties may be assigned
What You’ll Bring
Full knowledge of Property Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Education and/or Experience
High school diploma or GED equivalent required; college degree preferred
Two or more years experience in mid-size brokerage or carrier
Working knowledge of Microsoft Office applications including word processing, spreadsheets, databases, and presentation software
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations; position requires teamwork, poise, tact, and diplomacy
Indiana Property & Casualty License
Valid Driver License
Ability to travel independently to clients; some air travel may be required
Compensation The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Why EPIC EPIC has over 60 offices and 3,000 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 (PTO) and holidays
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Employee referral bonus program
Employee recognition programs and opportunities
Employee Resource Groups
Comprehensive benefits (medical, dental, vision, 401(k) with match, and wellness programs)
Collaborative 50/50 work culture between producers and other teams
Community involvement and charitable programs
Recognition of EPIC as a leading property/casualty agency
EPIC embraces diversity in all its forms and is committed to fostering a work environment where every colleague feels welcomed and valued.
EEO Statement
EPIC is an equal opportunity employer. We do not discriminate on the basis of any protected status. Voluntary self-identification of disability information is requested for government reporting purposes and is confidential. Completing this form is voluntary.
Massachusetts residents: It is unlawful to require or administer a lie detector test as a condition of employment or continued employment. This posting does not imply any such requirement.
#J-18808-Ljbffr
11711 North Meridan St, 7th Fl, Carmel, IN 46032 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the US, our local market knowledge and industry expertise helps support our clients\' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\'re looking for in your next career, then consider joining our amazing team! LOCATION:
Any Indiana office - Hybrid 1 day a week
What You’ll Do
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
Assists clients with policy coverages and related questions; reviews the policy coverages for potential gaps and other needs of the policyholder
Works with Producers to assist client with the service needs mentioned above
Renews and retains assigned accounts; conducts renewal process working with Producers, if applicable, to provide the best possible options for our client
Provide client with additional coverage options
Maintains client files in appropriate systems and provides standard office/administrative support
Maintain carrier relationships and follow any changes with contracted carriers and keep up with industry trends
Other duties as assigned
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to client servicing in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs; assist clients in making coverage changes
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned
Marketing
Work with Placement Department and Producers to properly transition new business written
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
If needed, enter policy information into carrier websites for quote options
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer, if applicable
Bind and issue policies in carrier websites or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Other duties may be assigned
What You’ll Bring
Full knowledge of Property Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Education and/or Experience
High school diploma or GED equivalent required; college degree preferred
Two or more years experience in mid-size brokerage or carrier
Working knowledge of Microsoft Office applications including word processing, spreadsheets, databases, and presentation software
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations; position requires teamwork, poise, tact, and diplomacy
Indiana Property & Casualty License
Valid Driver License
Ability to travel independently to clients; some air travel may be required
Compensation The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Why EPIC EPIC has over 60 offices and 3,000 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 (PTO) and holidays
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Employee referral bonus program
Employee recognition programs and opportunities
Employee Resource Groups
Comprehensive benefits (medical, dental, vision, 401(k) with match, and wellness programs)
Collaborative 50/50 work culture between producers and other teams
Community involvement and charitable programs
Recognition of EPIC as a leading property/casualty agency
EPIC embraces diversity in all its forms and is committed to fostering a work environment where every colleague feels welcomed and valued.
EEO Statement
EPIC is an equal opportunity employer. We do not discriminate on the basis of any protected status. Voluntary self-identification of disability information is requested for government reporting purposes and is confidential. Completing this form is voluntary.
Massachusetts residents: It is unlawful to require or administer a lie detector test as a condition of employment or continued employment. This posting does not imply any such requirement.
#J-18808-Ljbffr