Commercial Insurance Account Executive

Remote, EST or CST hours

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 New York City and founded in 2007, our company has over 4,000 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!

The Account Executive's main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):

Handle day‐to‐day client issues and questions via phone or email including:

• Answer client questions and resolve client problems

• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolutions

• Appropriately document customer service transactions

• 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

• Claims reporting

• Assist with processing of 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 agency management system (Sagitta) as appropriate throughout the process

• Customer satisfaction; retention

• Adherence to established procedures

• Timing and quality of service

• Technical accuracy; attention to detail

• Positive professional attitude; leadership

• Proactive problem‐solving

• Effective communication

• Personal development

• Avoidance of errors and omissions

• Meet or exceed agreed‐upon goals

Exempt:
The base salary range for this position is $85,000 – $88,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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…