What are the responsibilities and job description for the Account Manager, Middle Market Commercial Lines position at EPIC Insurance Brokers & Consultants?
JOB OVERVIEW:
Commercial Line Middle Market Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Account Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.
WHAT YOU'LL DO:
A detailed list of job duties includes (but is not limited to):
Manage the quoting activity for assigned accounts
Create schedules of insurance and proposals
Management and tracking of policy renewals
Endorsement processing
Invoicing
Set up new and renewal policies in Vision.
Scan and maintain documents, policies and correspondence in Vision.
Manage day-to-day account transactions including additions, deletions of vehicles, 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.
WHAT YOU'LL BRING:
Comprehensive understanding of commercial lines middle market insurance.
Superior client relationship management skills
Superior organizational skills and high attention to detail
Strong problem-solving skills and sense of urgency
Strong pride of ownership and work ethic
Excellent written, verbal, and interpersonal communication skills – internal and external
Ability to work independently and consistently meet deadlines
Ability to prioritize and manage multiple projects/assignments
Desire to work in a collaborative, team-oriented environment
Ability to translate insurance terms into easy-to-understand explanations for client at all levels
Strong negotiation and presentation skills
Preferred Credentials and Experience:
Minimum 3 + years of insurance brokerage industry.
College degree preferred
NJ/NY P&C Brokers License
Strong Microsoft office skills.
Sagitta Agency Management System is preferred
COMPENSATION:
The national average salary for this role is $80,000 - $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, c
Salary : $80,000 - $90,000