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Senior Account Manager-Global Solutions

2 weeks ago

Duluth, GA, United States EPIC Brokers Full time

Come join our team

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team

LOCATION: Duluth, GA-Hybrid 3 days a week in the office

WHAT YOU'LL DO:

The Senior Account Manager will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):

Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Appropriately document customer service transactions
Handle changes in exposure and manage related endorsement and documentation process
Forward contract reviews to appropriate resources
Forward certificate of insurance requests to appropriate resource
Issue Auto ID Cards as needed
Create and update account information in the shared database
Claims reporting
Assist with processing of invoicing and order financing when appropriate
Proactively manage the insurance renewal and new business process in accordance with EPIC's timing standards.
Pre-complete insurance applications
Send request for information to clients
Follow-up on collecting information
Submit information to insurers
Negotiate policy terms
Obtain options from competing insurers as needed
Prepare insurance proposal including analysis and comparison of options (if applicable)
and present to client (mostly via phone or web)
Prepare documentation including invoicing and confirmation of coverage
Review and email policies to clients
Use agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures:
• Customer satisfaction; retention
• Adherence to established procedures
• Timing and quality of service
• Technical accuracy; attention to detail
• Positive professional attitude; leadership
• Proactive problem-solving
• Effective communication
• Personal development
• Avoidance of errors and omissions
• Meet or exceed agreed-upon goals

WHAT YOU'LL BRING:

  • Must have 4+ years of experience in working for a commercial Insurance Brokerage.
    • Experience in placing insurance for companies in International Companies is highly desirable.
    • Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
    • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
    • Must have high level of interpersonal skills to handle sensitive and confidential situations.Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
  • Bachelor's degree preferred - experience equivalent will be considered
    • Broker's P&C license is required - if an individual does not have it, they must get their license within 90 days of being hired
    • Insurance designation preferred
COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide - and we're growing It's a great time to join the team and be a part of this growth. We offer:
  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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