Remote, Senior Account Manager, Commercial
Company: EPIC Insurance Brokers & Consultants
Location: Melville
Posted on: February 22, 2021
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Job Description:
Position Overview: Responsible for managing accounts of our
largest commercial clients and providing an outstanding level of
customer service to clients, carriers and producers.Critical Job
Functions* Ultimately directs, manages and controls all aspects of
their client's insurance needs* Knowledge of complex, commercial
insurance concepts* Able to gather, analyze and organize data via
spreadsheets* Manages renewal process from start through close,
making suggestions for improvement in the clients program. *
Attends pre-renewal meetings and discusses renewal exposures and
strategy with remarketing team.* Remarkets accounts as needed per
pre-renewal meetings and obtains quotes with other carriers to
confirm that the client's current program is best product option
for accounts.* Negotiates renewals with incumbent carriers and
reviews quotes for accuracy.* Prepares proposals, applications and
other necessary policy records and submits applications and
renewals to eligible and appropriate carriers; follows up to ensure
timely receipt of quotations and policies* Binds coverage within
company guidelines, maintains accurate and complete files on all
policies written, and updates system* Verifies policy and policy
changes information, facilitating corrections when necessary*
Fields and responds promptly to inquiries from client, carriers,
Producers, Account Executives, attorneys and accountants* Conducts
pre-audit analysis and meets with client and carrier personnel at
audits and inspections when requested or needed* Prioritizes work
flow and follows standard procedures for processing applications,
policy changes, renewals, endorsements, audits and cancellations*
Assumes ownership of customer concerns and feedback until the
resolution is successfully accomplished* Assists with the retention
of renewing accounts and looks for new sales opportunities by
cross-selling and account rounding* Must possess high level of
urgency and able to handle high demands on time and heavy workloads
at times* Knowledge of financial documents; able to read,
comprehend, and explain financial reports.* Complies with all
internal procedures and practices while demonstrating the ability
to meet service performance and quality standards* Contributes to a
team effort by accomplishing related results as neededSkills &
Qualifications* State Brokers License* Advanced insurance
designation* Minimum ten (10) years account management experience
in an agency setting-Commercial Insurance* Develops strong working
relationships with internal resources such as claims and marketing
and external relationships with underwriters and carriers. Can look
for and introduce new carrier appointments and wholesale
relationship as needed* Strong customer service skills with an
ability to assess insurance coverage needs and make
recommendations* Excellent communication and diplomacy skills to
resolve client issues; be able to communicate and execute
resolutions* Must be able to communicate with all levels of staff
and management at client's office, including CEO, CFO, Accountants
and Attorneys* Excellent problem-solving ability using creative,
logical and analytical approaches* A resource to others in the
department or organization for assistance with processes,
procedures and knowledge of insurance. * Can assist with training
of others* Brings vision and natural leadership skills to
department and/or organization.* Articulate, well organized and
focused* Goal oriented and highly self-motivated and resourceful to
achieve results* Ability to work independently, as well as in a
team environment.Education: Bachelor's Degree, preferredTechnology:
Proficient in Microsoft Office and relevant company proprietary
databasesTravel: Some as required, client visits, carrier meetings
etc.Why Join US* 15th Largest Broker in US* Voted " Best Place to
Work" in the Insurance Industry* Awesome Benefits: 401K matching,
unlimited Managed Time Off, Flexible Work Options, Medical, Dental,
Vision, Pet Insurance, Cancer Insurance, Wellness Programs,
Employee Award Programs (Trips!).
Keywords: EPIC Insurance Brokers & Consultants, New Haven , Remote, Senior Account Manager, Commercial, Executive , Melville, Connecticut
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