Sr. Account Manager

JOB SUMMARY:

Senior 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 Senior Account Manager will support Senior Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.

ESSENTIAL FUNCTIONS:

This role is responsible for, but not limited to, the following job duties:

• 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
• Maintain current schedule and policy records in SAGE, our custom broking system

• Manage day to day account transactions including additions, deletions of vehicles, acquisitions
• Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, 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 for policy changes, renewals and endorsements

 

COMPETENCIES REQUIRED:

Team Player

EPIC’s National Real Estate Practice is a close knit team. 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.

 

QUALIFICATIONS:

• Minimum three 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. 

 

EDUCATIONAL REQUIREMENTS:

• College degree in Insurance or related field preferred.
• P&C Brokers License

 

PHYSICAL DEMANDS:

• Ability to handle basic office procedures i.e., answering phones, work on computer/laptop, move files no more than 5 lbs. – 10 lbs.
• Ability to work extra hours as requested, i.e. during heavy renewal periods.

• Ability to go out on client calls, both local and minimally out of state usually with Account Executive.

 

FLEXIBLE WORK SCHEDULE:

We recognize that flexibility of work schedule is important. Candidate will be able to work remote five days out of every month, with the entire month of August being flexible.

 

WHY JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

 

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