Insurance Account Manager

4 weeks ago


Terre Haute, Indiana, United States EPIC Brokers Full time

Job Summary

The Insurance Account Manager at EPIC Brokers is responsible for providing exceptional customer service to clients and carriers. Our primary objective is to retain existing clients.

Responsibilities

  • Field and respond promptly to client inquiries via phone, mail, and email professionally and courteously.
  • Review exposures, loss experience, and current coverage to provide proactive solutions and recommend appropriate products.
  • Document all communication with clients and carriers promptly, ensuring records reflect the most current status at all times.
  • Look for new sales opportunities by cross-selling and upselling coverage.
  • Develop a strong working knowledge of our carrier websites to secure accurate and timely information for our clients.
  • Strive to resolve all inquiries on the first phone call.
  • Deliver complete and accurate account reviews according to procedures.
  • Remarket accounts according to agency guidelines.
  • Assume ownership of customer concerns and feedback until the resolution is successfully accomplished.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
  • Work as a team with your co-workers, producers, and department managers.
  • Contribute to the team effort by openly sharing insurance knowledge with other employees.
  • Take on additional responsibilities and manage projects as directed by supervisors and managers.

Requirements

  • Attained or in pursuit of a broker's license in the state hired.
  • Excellent organizational, communication, technology, and time management skills.
  • Excellent diplomacy skills to resolve client issues.
  • Strong customer service skills with an ability to assess coverage needs.
  • College graduate or experience equivalent.
  • Possession and maintenance of a broker's license in the state hired.

Why Join EPIC?

EPIC Brokers is a leading insurance brokerage firm ranked #17 Top Global Broker by AM Best and #17 Top 100 Largest U.S. Broker by Business Insurance. We offer a range of benefits, including 401K matching, generous time off policy, flexible work options, medical, dental, vision, pet insurance, cancer insurance, wellness programs, and employee award programs.

EPIC Brokers is committed to fostering a diverse and inclusive work community where every colleague feels welcomed, valued, respected, and heard. We believe that diversity drives innovation and creates an environment where every employee feels included and empowered to deliver the best outcome to our clients.



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