200+ applicants
EPIC Insurance Brokers & Consultants · 4 days ago
Account Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Maintain master renewal schedule
Maintain Producer account compensation organizer; verify that all fees are collected
Maintain organized and efficient Producer Team calendar
Manage Annual Renewal Strategy Process on every account
Manage Annual Stewardship Process / Meeting on “$100K+ Accounts”
Maintaining Open Items lists
Organize and manage Monthly Open Items Meetings on $100K+ Accounts
Certificate holders list maintained / updated
Ensuring invoicing is completed correctly
Preparing insurance summaries / coverage charts
Maintaining policy registers
Monitoring subjectivities / policy issuance / endorsement issuance
Support surety team administratively while learning how to place surety bonds
Coordinate EPIC team members content and art/prose for customized written materials, presentations, RFP responses.
Source and perform checks on underwriter pricing estimates and broker / desk quotes on opportunities where that becomes strategically necessary
Assist Producer in conceptualizing and planning quarterly client/prospect events. Tactical aspects of partnering with law/accounting/underwriting partners to share in the cost as well as the invitees with law/accounting/strategy firms and insurers when appropriate and useful. Collaborate with Marketing & Communications colleagues in executing the vision, content, and logistics
Identify HowdenOne offices, Producers, accounts and prospects to drive inward-bound opportunities
Prioritize HowdenOne and international LinkedIn cold call prospects, assist in planning international travel for most impactful opportunities
Strategize with Producer on prioritization of suspects and early stage prospects, engagement strategy and execution
Strategize with Producer and Sales Assistant on suspect targeting research, analytics and execution
Maintain ownership and strategy for Producer social media (LinkedIn) presence, content and engagement
Research industries where Producer and EPIC perform well, identifying and prioritizing new suspects and targets. Present to Producer and AM on weekly basis where top 5 targets become suspects
Second-level research on Top 5 identifies suspects, aimed at further refinement of Prospect list, coordinating and presenting content to Producer and SA to determine sales process on each
Coordinate with AM and EPIC resources on written materials for presentations, RFP responses etc on a tactical and administrative level (print/bind in house and FedEx office when necessary)
Responsible for timely, accurate invoicing and monthly expirations
Other duties may be assigned
Critical administrative functions including Producer travel planning (international and domestic), expense reporting, client/prospect meetings including meals and entertainment
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co‐workers, carriers, wholesalers, vendors, and other business contacts
Maintain up‐to‐date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Administrative aspects of client/prospect events including securing space, executing on invitation lists, invitation creation, quality assurance, distribution and RSVPs
Other duties may be assigned
Qualification
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Required
College Degree or equal to experience (2-4 years of insurance industry experience)
Current/Active Georgia Property & Casualty license (or willingness to obtain within 90 days)
Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
Proficiency in Salesforce and LinkedIn
Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands
Benefits
401K matching
Generous Time Off Policy
Flexible Work Options
Medical
Dental
Vision
Pet Insurance
Cancer Insurance
Wellness Programs
Employee Award Programs (Trips!)
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1,001-5,000 employees
Funding
Current Stage
Early StageTotal Funding
unknown2017-07-27Acquired· by Oak Hill Capital Partners
2007-01-01Seed· Undisclosed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase
