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EPIC Brokers

Commercial Account Manager

EPIC Brokers, Jersey City, New Jersey, United States, 07390

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499 Washington Blvd, 8th Floor, Suite 810, Jersey City, NJ 07310

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 Melville, NY or Jersey City, NJ - Hybrid (3 days 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 located in the Northeast region.

Assists clients with policy coverages and related questions

Reviews the policy coverages for potential gaps and other needs of the policyholder

Renews and retains assigned accounts; Conducts renewal process

Provides client with additional coverage options

Maintains client files in appropriate systems and provides standard office/administrative support

Maintains carrier relationships and follows any changes with our contracted carriers and keeps 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

Processes all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner

Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs

Assists clients in making coverage changes

Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity

Other duties as assigned

MARKETING

Works with Placement Department and Producers to properly transition new business written

For renewal marketing: Submits applications with proper supporting documentation and follows up to ensure timely receipt of quotes and policies

Enters policy information into carrier websites for quote options when needed

Aggressively and professionally negotiates premiums and commissions with underwriters and wholesalers

Present quote options to the client and/or Producer, if applicable

Binds and issues policies in carrier websites or orders policies from underwriters

Other duties may be assigned

PERSONAL AND ORGANIZATIONAL DEVELOPMENT

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of all responsibilities

Maintains cordial and effective relations with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts

Maintains up‑to‑date client records, workflow tasks/activities, manuals or other required documentation

Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company

Stays informed regarding industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance

Works effectively to resolve problems or enhance service in a timely manner

Demonstrates ability to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands

Ensures expert knowledge is maintained

Other duties may be assigned

WHAT YOU’LL BRING

Full knowledge of Property Casualty lines of coverage and services

Recognizes problems and responds appropriately

Analytical thinking to draw solid conclusions

Demonstrates 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

Must have working knowledge of a variety of Microsoft Office computer software applications to include 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

New York Property & Casualty License or New Jersey license

Valid Driver License

Ability to travel independently to clients; some air travel may be required

COMPENSATION The national average salary for this role is $65,000.00 - $75,000.00 in base pay and exclusive of any bonuses or benefits. 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

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

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits including (but 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”

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.

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.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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