EPIC Insurance Brokers & Consultants · 1 week ago
Marketing Account Manager (P&C)
Missouri, United States
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 Marketing Account Manager (P&C) is responsible for managing the full lifecycle of commercial accounts, focusing on renewals, client service, and compliance.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Hiring Manager
Sonja Elizabeth Gay
Responsibilities
Manage the renewal process from start to close, including expirations and renewal start procedures
Attend pre-renewal meetings to discuss exposures and strategy
If remarketing, prepare complete submission for Placement team with assistance from data management
Prepare and finalize renewal proposals, ensuring alignment with quoted terms
Bind coverage within company guidelines and verify policy accuracy
Complete final policy check signoff and deliver policy documents
Respond promptly to client inquiries, including miscellaneous requests and coverage questions
Process endorsements, change requests, cancellations, and audits
Handle billing, accounting, collections, and carrier discrepancies
Prepare finance agreements using Ecomplete and file documentation
Audit processing, including review, disputes, and communications
Respond to client inquiries and service needs if Client Executive is unavailable
Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files
Ensure COI, EOP compliance; meet and resolve lender requirements
Prepare and deliver schedules of insurance
Maintain accurate and complete files on all policies and updates in the system
Provide coverage recommendations and identify opportunities for account rounding
Assist with retention of renewing accounts and identify cross-selling opportunities
Serve as a resource for internal teams on processes, procedures, and insurance knowledge
Qualification
Required
Minimum of 5 years of mid-to-large commercial account management experience
Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred)
Strong customer service and communication skills
Detail-oriented, organized, and deadline-driven
Ability to work independently and collaboratively in a fast-paced environment
High school diploma or equivalent; Bachelor's degree preferred
Valid Indiana Property & Casualty license or willingness to obtain within 90 days
Advanced insurance designation required (AAI or CIC)
Preferred
Bachelor's degree preferred
Agency management systems (Sagitta, ImageRight preferred)
Benefits
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
Quarterly employee recognition program 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, Cancer 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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