Account Manager; P&C

Overview

11711 North Meridan St, 7th Fl, Carmel, IN 46032

Come join our team!

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We are headquartered in San Francisco and founded in 2007, with over 3,000 employees nationwide and locations across the US. Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your career goals, consider joining our team.

LOCATION: Any Indiana office - Hybrid 1 day a week

• Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to servicing clients from all regions including Midwest, Northeast, and West
• Assists clients with policy coverages and related questions; reviews policy coverages for potential gaps and other needs of the policyholder
• Works with Producers to assist clients with the service needs mentioned above
• Renews and retains assigned accounts; conducts renewal processes with Producers to provide the best options for clients; provides clients with additional coverage options
• Maintains client files in appropriate systems and provides standard office/administrative support
• Maintain carrier relationships and follow changes with contracted carriers; stay up-to-date with industry trends
• Other duties as assigned

• Establishes and maintains high levels of trust with clients through introductions, periodic contacts, and prompt responses to questions and issues
• Processes all applications, policies, endorsements, mail, binders, schedules, certificates, audits, and other items related to servicing client policies in a timely and accurate manner
• Informs and educates clients about policy coverage, changes, exclusions, and insurance needs; assists clients in making coverage changes
• Meets quality and timeliness standards in the Agency Management System and documents all activity
• Other duties as assigned

• Collaborates with Placement Department and Producers to properly transition new business written
• For renewal marketing: submits applications with proper documentation and follows up to ensure timely quotes and policies
• Enters policy information into carrier websites for quote options if needed
• Negotiate premiums and commissions with underwriters and wholesalers
• Present quote options to the client and/or Producer
• Bind and issue policies in carrier systems or order policies from underwriters
• Other duties may be assigned

• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of responsibilities
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other contacts
• Maintain up-to-date client records, tasks, and required documentation
• Communicate effectively and collaborate to achieve business goals
• Stay informed on industry trends and product developments to improve knowledge and performance
• Resolve problems or enhance service in a timely manner
• Ability to work in a fast-paced environment with multiple tasks
• Ensure expert knowledge is maintained
• Other duties may be assigned

• Full knowledge of Property/Casualty lines of coverage and services
• Ability to analyze situations and draw solid conclusions
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations
• Advanced knowledge of navigating the Internet and Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail and time management
• Ability to multitask and prioritize
• Ability to work effectively with or without supervision
• Strong interpersonal communication skills, both written and oral

• High school diploma or GED required; college degree preferred
• Two or more years of experience in a mid-size brokerage or carrier
• Working knowledge of Microsoft Office applications
• Ability to work in a fast-paced environment with multiple tasks
• Strong interpersonal skills for handling sensitive and confidential situations; teamwork and diplomacy
• Indiana Property & Casualty License
• Valid Driver License
• Ability to travel to clients; some air travel may be required

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

EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:

• Generous Paid Time Off and holidays
• Paid parental leave and other family leave options
• Employee referral bonuses
• Employee recognition programs and groups
• Pet Insurance, identity protection, legal planning, and more
• 401(k) matching, medical/dental/vision insurance, wellness programs
• Collaborative 50/50 culture between producers and the rest of the business
• EPIC Gives Back and other charitable efforts
• Recognition that EPIC is among the top 10 property/casualty agencies (as cited)

This description includes required Equal Employment Opportunity information and voluntary self-identification statements as…