Senior Commercial Lines Account Manager

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 nchini-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!

LOCATION
:
Duluth, GA – Hybrid 3 days a week in the office

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
• Document customer service transactions appropriately
• Handle changes in exposure and manage related endorsement and documentation process
• Forward contract reviews to appropriate resources
• Forward certificate of insurance requests to appropriate resource
• Issue Auto  as needed
• Create and update account information in the shared database
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• Claims reporting
• Assist with processing invoicing and order financing when appropriate
• Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards
• Pre‑complete insurance applications
• Send request for information to clients
• Follow‑up on collecting information
• Submit information to insurers
• Negotiate policy terms
• Obtain options from competing insurers as needed
• Prepare insurance proposal including analysis and comparison of options (if applicable) and present to client (mostly via phone or web)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use the agency management system (Sagitta) as appropriate throughout the process

• Customer satisfaction and retention
• Adherence to established procedures
• Timing and quality of service
• Technical accuracy and attention to detail
• Positive professional attitude and leadership
• Proactive problem‑solving
• Effective communication
• Personal development
• Avoidance of errors and omissions
• Meet or exceed agreed‑upon goals

• Must have 4+ years of experience in working for a commercial insurance brokerage
• Experience placing insurance for companies in international companies is highly desirable
• Advanced working knowledge of Microsoft Office (word processing, spreadsheets, database, presentation software)
• Ability to work in a fast‑paced environment, juggle multiple competing tasks and demands
• High level of interpersonal skills to handle sensitive and confidential situations; requires teamwork, बेल, tact, and diplomacy
• Bachelor’s degree preferred; experience equivalent will be considered
• Broker’s P&C license required; if not holding license, must obtain it within 90 days of employment
• Insurance designation preferred

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

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps destinados) 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑ Todd 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
• Employee recognition programs for demonstrating EPIC’s out-of-box values plus additional awards and programs (and trips!)
• Employee Resource Groups:
  Women’s Coalition, EPIC Veterans Group
• Unique benefits such as Pet…