What are the responsibilities and job description for the Commercial Lines, Account Manager/Office Manager position at EPIC Insurance Brokers & Consultants?

Location : Greenwich, CT office

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!

Critical Job Account Management Functions :

Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines.
Maintain proper file documentation including properly documenting all phone calls, correspondence, and emails in Sagitta and Image Right.
Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and policy changes are processed in a timely manner.
Assume ownership of customer concerns and feedback until a successful resolution is achieved.
Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services.
Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
Assist with the solicitation of new accounts and retention of existing accounts. Looking for new sales opportunities by cross-selling.
Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
Work well within the team and with Account Executive.

Office Management Functions :

The ability to handle office issues as the need arises; including but not limited to answering phone calls, greeting guests, ordering supplies, picking up break room supplies, interacting with building management on maintenance of office, assisting staff / unscheduled visitors with hoteling arrangements, referrals to IT or HR as needed.

Provide administrative support to CHRO and President – including overseeing travel, travel itinerary and travel related expenses

Skills & Qualifications :

Minimum 3 years of experience in Commercial Lines Insurance on accounts with premium size of $100,000 or greater.

Strong customer service skills with an ability to assess insurance coverage needs

Excellent communication and diplomacy skills to resolve client issues

Articulate, self-starter, well organized, and focused

Goal oriented and highly motivated and resourceful to achieve results

Ability to work independently, as well as in a team environment

Experience in managing office functions (i.e. Daily mail, ordering supplies, building inquiries)

WHAT YOU’LL BRING :

Property and Casualty Broker’s license is required or must be acquired with the first 180 days of employment.

Comprehensive understanding of middle market commercial lines insurance.

Preferred Credentials and Experience :

Bachelor’s Degree

Insurance designation

Technology : Proficient / Advanced in Microsoft Office Suite including Excel, and PowerPoint and relevant company proprietary databases, experienced in the use of Sagitta and Image Right is a plus.

COMPENSATION :

The national average salary for this role is $75,000.00 - $110,000.00 in base pay and exclusive of any bonuses or benefits. 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

Quarterly employee recognition program 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, Cancer 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 / .

Salary : $75,000 - $110,000

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Commercial Lines, Account Manager/Office Manager

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