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EPIC Insurance Brokers & Consultants · 1 day ago

Senior Account Manager-Global Solutions

Duluth, GA

Full-time

Hybrid

Mid, Senior Level

4+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, known for its commitment to growth and core values. The Senior Account Manager will handle day-to-day client issues, manage the insurance renewal process, and ensure customer satisfaction through effective communication and problem-solving.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sonja Elizabeth Gay

Responsibilities

Answer client questions and resolve client problems

Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution

Appropriately document customer service transactions

Handle changes in exposure and manage related endorsement and documentation process

Forward contract reviews to appropriate resources

Forward certificate of insurance requests to appropriate resource

Issue Auto ID Cards as needed

Create and update account information in the shared database

Claims reporting

Assist with processing of invoicing and order financing when appropriate

Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards

Pre‐complete insurance applications

Send request for information to clients

Follow‐up on collecting information

Submit information to insurers

Negotiate policy terms

Obtain options from competing insurers as needed

Prepare insurance proposal including analysis and comparison of options (if applicable) and present to client (mostly via phone or web)

Prepare documentation including invoicing and confirmation of coverage

Review and email policies to clients

Use agency management system (Sagitta) as appropriate throughout the process

Qualification

Commercial Insurance BrokerageBroker’s P&C LicenseInternational Insurance ExperienceMicrosoft Office SuiteInterpersonal SkillsTeamworkProblem-SolvingEffective Communication

Required

Must have 4+ years of experience in working for a commercial Insurance Brokerage

Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

Broker's P&C license is required - if an individual does not have it, they must get their license within 90 days of being hired

Preferred

Experience in placing insurance for companies in International Companies is highly desirable

Bachelor's degree preferred - experience equivalent will be considered

Insurance designation preferred

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