Account Manager - Risk Management Insurance

1140 Avenue of the Americas 8th Floor, New York, NY 10036

LOCATION: Hybrid, Midtown, NYC office, 2-3 days a week

Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Account Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.

• REQUIRED:
  
  Candidates with current commercial insurance industry experience, licensed in P&C. Strongly prefer candidates with at least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts.
• MUST HAVE:
  Strong sense of urgency and thoroughness. This successful team handles large accounts for clients, so speed in responding while also being accurate is of the utmost importance.
• Team players who are eager to learn and grow and collaborate well with others.

• Manage the activity for assigned accounts
• Manage the schedule of values for each assigned Client
• Create schedules of insurance and proposals
• Administer quarterly reporting and invoicing of locations added or removed from the schedule of values
• Endorsement processing
• Invoicing
• Tracking client account balances and working with the accounting department to ensure prompt payment is executed
• Set up new and renewal policies
• Manage day-to-day account transactions including additions, deletions of vehicles, acquisitions
• Generate and update schedules of insurance, create Acord certificates, Auto , Loss Run reports and similar documents as needed
• Support administration of program adjustments including dividend and audit adjustments
• Contact clients and underwriters to obtain information about policy changes, renewals and endorsements

• Team Player:
  Candidate must be able to work well in a team environment.
• Customer Service Focus:
  Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.
• Active Listening:
  Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding.
• Initiating Action:
  Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and EPIC. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.
• Information Seeking:
  Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.
• Quality Extended Task Focus:
  Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged.
• Composure and Resilience:
  Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.
• Time Management:
  Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.

• Minimum 2 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 but not required
• P&C Brokers License preferred