Main Street Premier - Account Manager

Company Overview

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 US, 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: Any Indiana office
-Hybrid 1 day a week

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

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
• Processes all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs; assists clients in making coverage changes
• Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties as assigned

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

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of all responsibilities
• Maintains cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintains up-to-date client records, workflow tasks/activities, manuals or other required documentation
• Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stays informed about industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Works effectively to resolve problems or enhance service in a timely manner
• Has ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Ensures…