Insurance Account Manager
4 days ago
The Client Advocate (Account Manager) plays a critical role in delivering exceptional customer service to clients and carriers. Our primary objective is to retain existing clients and foster long-term relationships.
Key Responsibilities- Respond promptly to client inquiries via phone, email, and mail, providing professional and courteous service.
- Review exposures, loss experience, and current coverage to identify opportunities for proactive solutions and product recommendations.
- Document all communication with clients and carriers, ensuring accurate and up-to-date records.
- Look for new sales opportunities by cross-selling and upselling coverage, developing a strong working knowledge of carrier websites.
- Strive to resolve all inquiries on the first phone call, delivering complete and accurate account reviews according to procedures.
- Assume ownership of customer concerns and feedback, utilizing good judgment and escalating problems to management as needed.
- Comply with all internal procedures and practices, demonstrating the ability to meet service performance and quality standards.
- Work collaboratively with colleagues, producers, and department managers to achieve team goals.
- Attained or in pursuit of a broker's license in the state hired.
- Excellent organizational, communication, technology, and time management skills.
- Strong customer service skills with the ability to assess coverage needs.
- College graduate or experience equivalent.
Ranked #17 Top Global Broker by AM Best and #17 Top 100 Largest U.S. Broker by Business Insurance, EPIC Brokers offers a dynamic work environment, competitive benefits, and opportunities for growth and development.
EPIC Brokers is committed to fostering a diverse and inclusive work community, where every colleague feels valued, respected, and empowered to contribute to our success.
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Insurance Account Manager
2 weeks ago
Terre Haute, Indiana, United States EPIC Brokers Full timeJob SummaryThe Client Advocate (Account Manager) plays a pivotal role in delivering exceptional customer service to clients and carriers at EPIC Brokers. This position is responsible for retaining existing clients and fostering long-term relationships.Key ResponsibilitiesRespond promptly to client inquiries via phone, email, and mail, providing professional...
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Insurance Account Manager
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Terre Haute, Indiana, United States EPIC Brokers Full timeJob SummaryThe Insurance Account Manager (Client Advocate) plays a critical role in providing exceptional customer service to clients and carriers. Our primary objective is to retain existing clients and foster long-term relationships.Key ResponsibilitiesRespond promptly to client inquiries via phone, email, and mail, providing professional and courteous...
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Insurance Account Manager
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