What are the responsibilities and job description for the Account Manager, Middle Market, Financial Services Clients position at EPIC?
Location : Hybrid (Flexible), Pittsburgh, PA
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!
JOB OVERVIEW :
Help to manage a book of commercial Lines Financial Services clients. Responsible for providing superior customer service to all clients, carriers and producers.
WHAT YOU'LL DO :
- Answer and respond promptly to client inquiries via phone, mail and e-mail, in professional and courteous manner, adhering to agency guidelines.
- Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes 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 any 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. Looks 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 contribute to the team effort by openly sharing insurance knowledge .
WHAT YOU'LL BRING :
Preferred Credentials and Experience :
Technology : Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus.
COMPENSATION :
The national average hourly rate for this role is $35.90 / hr - $41.03 / hr 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 :
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
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.
LI-TM1
LI-Hybrid
Salary : $36 - $41
