EPIC Insurance Brokers & Consultants · 1 week ago
Senior Account Manager, Commercial Lines
Needham Heights, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $115K/yr
8+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. The Senior Account Manager will be responsible for managing accounts of the largest commercial clients, ensuring outstanding customer service, and overseeing all aspects of client insurance needs.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
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
Qualification
Required
State Brokers License
Advanced insurance designation
Minimum Eight (8) years account management experience in an agency setting-Commercial Insurance
Develops strong working relationships with internal resources such as claims and marketing and external relationships with underwriters and carriers. Can look for and introduce new carrier appointments and wholesale relationship as needed
Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute resolutions
Must be able to communicate with all levels of staff and management at client's office, including CEO, CFO, Accountants and Attorneys
Excellent problem-solving ability using creative, logical and analytical approaches
A resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
Can assist with training of others
Brings vision and natural leadership skills to department and/or organization
Articulate, well organized and focused
Goal oriented and highly self-motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment
Preferred
Bachelor's Degree
Proficient in Microsoft Office, Agency Management Systems such as Sagitta (can be trained on)
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, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase