Insurance Account Manager

4 days ago


Terre Haute, Indiana, United States EPIC Brokers Full time
{"title": "Client Advocate", "description": "Job Summary

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.
Requirements
  • 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.
Why Join EPIC?

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.

", "lang_code": "en"}

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