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EPIC Insurance Brokers & Consultants · 2 days ago

Account Executive, Middle Market Commercial Insurance

Jersey City, NJ

Full-time

Hybrid

Senior Level, Lead/Staff

$95K/yr - $125K/yr

8+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking dedicated individuals to join their team. The Account Executive will provide high-quality service to clients, manage accounts, market renewals and new business, and ensure client satisfaction through effective communication and relationship management.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Manage the marketing activity for assigned accounts

Create schedules of insurance and proposals

Management and tracking of policy renewals utilizing marketing sheets

Endorsement processing

Invoicing

Set up new and renewal policies in Sagitta

Scan and maintain documents, policies and correspondence

Manage day to day account transactions including additions, deletions of vehicles, acquisitions

Support administration of program adjustments including dividend and audit adjustments

Contact clients and underwriters to obtain information for policy changes, renewals and endorsements

Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff. Working with Frenkel team members to execute all renewals in a timely manner. Generation of accurate renewal submission, proposals

Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise

Seek out new business through referrals, cross-selling and account rounding

Mentor and assist junior staff

Qualification

Insurance brokerage experienceP&C Brokers LicenseMS Office SuiteExcelPowerPointDetail orientedOrganization skillsTime management skills

Required

Minimum of eight years of insurance brokerage or insurance carrier experience

Strong computer skills including MS office suite, Excel and PowerPoint

Must be detail oriented

Must have excellent organization and time management skills

Preferred

College degree in Insurance or related field preferred

Preferably at least 5 Years' Experience in handling a book of business

New York or New Jersey P&C Brokers License

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.

Founded in 2007

San Francisco, California, USA

1001-5000 employees