Senior Account Manager, Commercial Lines
Treloar & Heisel, Needham Heights, MA, United States
Senior Account Manager, Commercial Lines
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 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!
Job Overview
Responsible for managing accounts of our largest commercial clients and providing an outstanding level of customer service to clients, carriers and producers.
Critical Job Functions:
Ultimately directs, manages and controls all aspects of their client's insurance needs
Manages renewal process from start through close
Attends pre-renewal meetings and discusses renewal exposures and strategy with CMA team.
Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client's current program is best product option for accounts.
Negotiates renewals with incumbent carriers and reviews quotes for accuracy.
Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
Verifies policy and policy changes information, facilitating corrections when necessary
Fields and responds promptly to inquiries from client, carriers, Producers, Account Executives, attorneys and accountants
Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
Prioritizes workflow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished
Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
Contributes to a team effort by accomplishing related results as needed
Skills & Qualifications
State Brokers License
Advanced insurance designation
Minimum Eight (8) years account management experience in an agency setting-Commercial Insurance
Develops strong working relationships with internal resources such as claims and marketing and external relationships with underwriters and carriers. Can look for and introduce new carrier appointments and wholesale relationship as needed
Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute resolutions
Must be able to communicate with all levels of staff and management at client's office, including CEO, CFO, Accountants and Attorneys
Excellent problem-solving ability using creative, logical and analytical approaches
A resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
Can assist with training of others
Brings vision and natural leadership skills to department and/or organization.
Articulate, well organized and focused
Goal oriented and highly self-motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment.
Education: Bachelor's Degree, preferred
Technology: Proficient in Microsoft Office, Agency Management Systems such as Sagitta (can be trained on)
Compensation: The national average salary for this role is $100,000.00 - $125,000.00 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
on-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
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
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"
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 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!
Job Overview
Responsible for managing accounts of our largest commercial clients and providing an outstanding level of customer service to clients, carriers and producers.
Critical Job Functions:
Ultimately directs, manages and controls all aspects of their client's insurance needs
Manages renewal process from start through close
Attends pre-renewal meetings and discusses renewal exposures and strategy with CMA team.
Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client's current program is best product option for accounts.
Negotiates renewals with incumbent carriers and reviews quotes for accuracy.
Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
Verifies policy and policy changes information, facilitating corrections when necessary
Fields and responds promptly to inquiries from client, carriers, Producers, Account Executives, attorneys and accountants
Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
Prioritizes workflow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished
Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
Contributes to a team effort by accomplishing related results as needed
Skills & Qualifications
State Brokers License
Advanced insurance designation
Minimum Eight (8) years account management experience in an agency setting-Commercial Insurance
Develops strong working relationships with internal resources such as claims and marketing and external relationships with underwriters and carriers. Can look for and introduce new carrier appointments and wholesale relationship as needed
Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute resolutions
Must be able to communicate with all levels of staff and management at client's office, including CEO, CFO, Accountants and Attorneys
Excellent problem-solving ability using creative, logical and analytical approaches
A resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
Can assist with training of others
Brings vision and natural leadership skills to department and/or organization.
Articulate, well organized and focused
Goal oriented and highly self-motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment.
Education: Bachelor's Degree, preferred
Technology: Proficient in Microsoft Office, Agency Management Systems such as Sagitta (can be trained on)
Compensation: The national average salary for this role is $100,000.00 - $125,000.00 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
on-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
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
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"