EPIC Insurance Brokers & Consultants · 6 days ago
Insurance Marketing Account Executive (Broker)
Birmingham, AL
Full-time
Hybrid
Senior Level
5+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Insurance Marketing Account Executive will build relationships with clients and carriers, provide high-touch service, and manage the entire policy lifecycle, ensuring client satisfaction and effective program management.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Hiring Manager
Amanda Tetzlaff
Responsibilities
Assumes ownership of customer concerns and feedback through successful resolution
Manages renewal process from start through close
Client facing Insurance Professional
Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight
Train, develop, and delegate to marketing associates for assistance in efficiently completing renewals and ongoing program management
Attends pre-renewal meetings and discusses renewal exposures and strategy with service 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 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
Fields and responds promptly to inquiries from client, carriers, and Producers
Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
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
Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
May assist with training of other service staff
Participate in the process of acquiring new business as needed which may include travel to prospective client offices
Responsible for at least one area of responsibility within marketing team for efficient management and training of all marketing account executives
Other duties as assigned
Qualification
Required
Candidates with at least 5+ years of insurance marketing / placement / brokering experience
Individuals who thrive on collaboration, valuing accountability, and being committed to excellence
Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment
Positive and outgoing disposition, eager to work as a team but also functions well working independently
Bachelor's degree required
Minimum five (5) years' experience in a commercial agency in client service and/or marketing
Valid Property & Casualty License
Maintain and manage required licensing continuing education requirements
Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight
Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
Thorough understanding of Commercial Lines underwriting, coverages and risk analysis
Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency
Excellent written and verbal communication skills
Goal oriented and highly self-motivated and resourceful to achieve results
Ability to work independently, as well as collaboratively in a team environment
Preferred
Advanced insurance designation preferred: AAI or CIC
Benefits
Generous Paid Time off
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.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
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