Senior Account Manager, Commercial Lines

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 :

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 - $115,000.00 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 :