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Senior Account Manager
2 months ago
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