EPIC Brokers
Senior Commercial Lines Account Manager
EPIC Brokers, Duluth, Minnesota, United States, 55806
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 nchini-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 U.S., 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 : Duluth, GA – Hybrid 3 days a week in the office
WHAT YOU’LL DO:
Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Document customer service transactions appropriately
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
ndetse Claims reporting
Assist with processing 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) and present to client (mostly via phone or web)
Prepare documentation including invoicing and confirmation of coverage
Review and email policies to clients
Use the agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures:
Customer satisfaction and retention
Adherence to established procedures
Timing and quality of service
Technical accuracy and attention to detail
Positive professional attitude and leadership
Proactive problem‑solving
Effective communication
Personal development
Avoidance of errors and omissions
Meet or exceed agreed‑upon goals
WHAT YOU’LL BRING:
Must have 4+ years of experience in working for a commercial insurance brokerage
Experience placing insurance for companies in international companies is highly desirable
Advanced working knowledge of Microsoft Office (word processing, spreadsheets, database, presentation software)
Ability to work in a fast‑paced environment, juggle multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations; requires teamwork, बेल, tact, and diplomacy
Bachelor’s degree preferred; experience equivalent will be considered
Broker’s P&C license required; if not holding license, must obtain it within 90 days of employment
Insurance designation preferred
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:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps destinados) 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑ Todd 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 out-of-box values plus additional 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 include 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: прек фокус 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 – Charitable efforts include Donation Connection, Employee Assistanceesign Fund, and People First Foundation
We’re insẹ 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 thatഴിക്കോട് creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.
Massachusetts VECTOR. G.L.c. 149 section 19B (b)/aws 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.
#J-18808-Ljbffr
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 nchini-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 U.S., 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 : Duluth, GA – Hybrid 3 days a week in the office
WHAT YOU’LL DO:
Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Document customer service transactions appropriately
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
ndetse Claims reporting
Assist with processing 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) and present to client (mostly via phone or web)
Prepare documentation including invoicing and confirmation of coverage
Review and email policies to clients
Use the agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures:
Customer satisfaction and retention
Adherence to established procedures
Timing and quality of service
Technical accuracy and attention to detail
Positive professional attitude and leadership
Proactive problem‑solving
Effective communication
Personal development
Avoidance of errors and omissions
Meet or exceed agreed‑upon goals
WHAT YOU’LL BRING:
Must have 4+ years of experience in working for a commercial insurance brokerage
Experience placing insurance for companies in international companies is highly desirable
Advanced working knowledge of Microsoft Office (word processing, spreadsheets, database, presentation software)
Ability to work in a fast‑paced environment, juggle multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations; requires teamwork, बेल, tact, and diplomacy
Bachelor’s degree preferred; experience equivalent will be considered
Broker’s P&C license required; if not holding license, must obtain it within 90 days of employment
Insurance designation preferred
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:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps destinados) 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑ Todd 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 out-of-box values plus additional 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 include 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: прек фокус 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 – Charitable efforts include Donation Connection, Employee Assistanceesign Fund, and People First Foundation
We’re insẹ 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 thatഴിക്കോട് creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.
Massachusetts VECTOR. G.L.c. 149 section 19B (b)/aws 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.
#J-18808-Ljbffr