Commercial Insurance Senior Account Manager
Epic Insurance, Town and Country, MO, United States
Commercial Insurance Senior Account Manager
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.
We’ve been so successful, that now we’re looking to grow our team!
JOB OVERVIEW The
Commercial Insurance Senior Account Manager
will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect & engineering clients. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.
WHAT WE’RE LOOKING FOR
REQUIRED :
Candidates with
commercial property & casualty account management experience , preferably at least 5+ years.
Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
Location: REQUIRED
- This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO office.
WHAT YOU’LL DO The Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):
Handle day‐to‐day client issues and questions via phone or email including:
Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Appropriately document customer service transactions
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
Claims reporting
Assist with processing of 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 agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures
Adherence to established procedures
Timing and quality of service
Technical accuracy; attention to detail
Positive professional attitude; leadership
Proactive problem‐solving
Effective communication
Avoidance of errors and omissions
Meet or exceed agreed‐upon goals
WHAT YOU’LL BRING
Full knowledge of Property & Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order 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 G.E.D. equivalent required. College degree preferred.
Five or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred
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.
Certificates / Licenses
Property and Casualty Broker License
Valid Driver License
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 4,000 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 include (but are 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.
#J-18808-Ljbffr
We’ve been so successful, that now we’re looking to grow our team!
JOB OVERVIEW The
Commercial Insurance Senior Account Manager
will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect & engineering clients. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.
WHAT WE’RE LOOKING FOR
REQUIRED :
Candidates with
commercial property & casualty account management experience , preferably at least 5+ years.
Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
Location: REQUIRED
- This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO office.
WHAT YOU’LL DO The Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):
Handle day‐to‐day client issues and questions via phone or email including:
Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Appropriately document customer service transactions
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
Claims reporting
Assist with processing of 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 agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures
Adherence to established procedures
Timing and quality of service
Technical accuracy; attention to detail
Positive professional attitude; leadership
Proactive problem‐solving
Effective communication
Avoidance of errors and omissions
Meet or exceed agreed‐upon goals
WHAT YOU’LL BRING
Full knowledge of Property & Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order 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 G.E.D. equivalent required. College degree preferred.
Five or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred
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.
Certificates / Licenses
Property and Casualty Broker License
Valid Driver License
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 4,000 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 include (but are 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.
#J-18808-Ljbffr