Senior Account Manager
4 hours ago
Job Summary:
As a Senior Account Manager at EPIC Insurance Brokers & Consultants, you will be responsible for providing high-quality service to our clients and account executives. Your primary goal will be to ensure client satisfaction by balancing the quality of service and speed of response.
Key Responsibilities:
- Manage the activity for assigned accounts
- Manage the schedule of values for each assigned client
- Create schedules of insurance and proposals
- Administer quarterly reporting and invoicing of locations added or removed from the schedule of values
- Endorsement processing
- Invoicing
- Tracking client account balances and working with the accounting department to ensure prompt payment is executed
- Set up new and renewal policies
- Maintain current schedule and policy records in SAGE, our custom broking system
- Manage day-to-day account transactions, including additions, deletions of vehicles, and acquisitions
- Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports, and similar documents as needed
- Support administration of program adjustments, including dividend and audit adjustments
- Contact clients and underwriters to obtain information for policy changes, renewals, and endorsements
Competencies:
- Team Player
- Customer Service Focus
- Active Listening
- Initiating Action
- Information Seeking
- Quality Extended Task Focus
- Composure and Resilience
- Time Management
Qualifications:
- Minimum three years of insurance brokerage or insurance carrier experience
- Strong computer skills, including MS Office suite, Excel, and PowerPoint
- Must be detail-oriented
- Must have excellent organization and time management skills
Education:
- College degree in Insurance or related field preferred
- P&C Brokers License
Physical Demands:
- Ability to handle basic office procedures, including answering phones, working on a computer/laptop, and moving files (no more than 5-10 lbs)
- Ability to work extra hours as requested, including during heavy renewal periods
- Ability to go out on client calls, both local and minimally out of state, usually with an Account Executive
Flexible Work Schedule:
We recognize that flexibility of work schedule is important. You will be able to work remotely five days out of every month, with the entire month of August being flexible.
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