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Associate Account Manager

3 months ago

Melville, New York, United States EPIC Brokers Full time

Location:
Remote, Eastern Time Zone Hours

Overview:
Assist Senior Account Managers on a daily basis on renewal activities, proposals, endorsements and other duties as requested, to work closely with our Senior Account Managers in Large Commercial to support our largest commercial clients

Responsibilities:


Complete and format renewal proposals, inputting quotes, calculating rate and exposure changesCreate ACORD applications with updated exposures and formalize submissionsComplete full wrap up of renewals including, binding instructions to underwriters, invoice renewals, complete Excess & Surplus Lines forms and set follow ups for receipt of the renewal policies.

Create pre-renewal documents for clients and producers on upcoming renewal which include blank applications, copies of previously submitted applications, loss runs, Schedule of Insurance and Premium and Loss Summary.

Create detailed loss run and premium summary comparisonsCreate standardized templates to facilitate coverage reviewsPrepare detailed Schedules of Insurance, review and compare against current policies for accuracy.

Prepare WC Experience Modification calculations and reviewsHigh level accounting and finance reviews including multi-client and multi-producer billing, account reconciliation and special invoicingSupport account managers in policy checking process, including full policy checking process and/or work with Patra on policy checkingPerform other related support duties as requested.

Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
Contribute to a team effort by accomplishing related results as needed.
Minimum RequirementsBachelor's Degree, PreferredBroker's License is requiredTwo to three years prior Commercial insurance experience.
Ability to manage multiple priorities and instructions from multiple Account Managers.
Excellent phone and interpersonal skills.
Strong oral and written communication skills.
Strong negotiation skills.
Excellent problem-solving ability using creative, logical and analytical approaches.
Ability to work independently as well as in a team environment.

KSAs (Knowledge, Skills, Abilities)Microsoft Office Suite experience Able to effectively interface with internal and external customersAble to handle confidential information with maximum discretionAble to understand business principles and apply them accordinglyAble to work independently and on a team within a fast-paced, deadline driven environmentCareer-focusedDemonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgencyDetail-oriented, organized, efficient, and proactiveExcellent written/verbal communication skills including communicating complex financial informationHigh level of accountability and flexibilityHigh-touch client orientationOpen and willing to receive and give constructive critiqueAnalytical skills The national average salary for this role is $65,000 to $80,000 in base pay and exclusive of any bonuses or benefits.

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.


WHY JOIN US? 15th Largest Broker in USVoted " Best Place to Work" in the Insurance IndustryAwesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience.

We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.

It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

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