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 Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
Set up new and renewal policies, assist with creating premium allocations and then creating invoices by property.
Tracking client account balances and working with the accounting department to ensure prompt payment is executed.
Create schedules of insurance and proposals.
Administer quarterly reporting and invoicing of locations added or removed from the schedule of values.
Maintain current schedule and policy records in SAGE, our custom account management system.
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.
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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.
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
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.
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.
Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.
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.
P&C Brokers License
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.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.