Senior Account Manager

4 hours ago


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

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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