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Senior Account Manager

2 months ago


Colorado Springs, Colorado, United States EPIC Insurance Brokers & Consultants Full time
Senior Account Manager

Job Summary:

We are seeking a highly skilled Senior Account Manager to join our team at EPIC Insurance Brokers & Consultants. As a Senior Account Manager, you will be responsible for providing exceptional service to our clients and account executives, ensuring satisfaction by balancing quality and speed of response.

Key Responsibilities:

  • Manage account activities for assigned clients
  • Coordinate schedules of values and insurance proposals
  • Administer quarterly reporting and invoicing
  • Process endorsements and invoices
  • Track client account balances and work with the accounting department
  • Set up new and renewal policies
  • Maintain current schedules and policy records
  • Manage day-to-day account transactions
  • Generate and update schedules of insurance and related documents
  • Support administration of program adjustments

Requirements:

  • Minimum three years of insurance brokerage or carrier experience
  • Strong computer skills, including MS Office suite and Excel
  • Detail-oriented and organized
  • Excellent time management skills

Why Join EPIC?

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Award-winning benefits, including 401K matching, generous time off policy, and wellness programs