Account Executive, Middle Market Commercial Insurance

Account Executive, Middle Market

Location: Hybrid, Jersey City, NJ

Job Overview

Account Executives provide high-quality service to our Clients. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, Account Executives Service and monitor accounts and disseminate account activity. Market renewals and new business. Evaluate existing coverages and make recommendations as needed. Round out accounts as opportunities arise. Negotiate with Underwriters to provide the best possible coverage and rates according to underwriting guidelines.

Receive, review and forward invoices, policies, endorsements and other documents as necessary. Market specialized coverages as needed. Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests Review and audit policies for compliance with internal procedures. Prepare proposals for clients and potential clients. Visit clients as necessary to ensure client satisfaction.

• Manage the marketing activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking of policy renewals utilizing marketing sheets
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Sagitta.
• Scan and maintain documents, policies and correspondence.
• Manage day to day account transactions including additions, deletions of vehicles, acquisitions
• Support administration of program adjustments including dividend and audit adjustments.
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
• Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff. Working with Frenkel team members to execute all renewals in a timely manner. Generation of accurate renewal submission, proposals,
• Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
• Seek out new business through referrals, cross‑selling and account rounding
• Mentor and assist junior staff

• Minimum of eight years of insurance brokerage or insurance carrier experience.
• Strong computer skills including MS office suite, Excel and PowerPoint.
• Must be detail oriented.
• Must have excellent organization and time management skills.

• College degree in Insurance or related field preferred.
• Preferably at least 5 Years’ Experience in handling a book of business
• New York or New Jersey P&C Brokers License

The national average salary for this role is $95,000.00 - $ 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.

• 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
• Employee recognition programs 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, 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…