Commercial Insurance - Senior Account Manager / Team Lead

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!

JOB OVERVIEW:

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

The Commercial Insurance Senior Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect & engineering clients. While the Senior Account Manager will work with new clients produced by others, the Senior Account Manager will not be expected to develop new business. This role offers the opportunity to take on Team Lead responsibilities, either upon hire based on experience or as a natural progression within the role.

WHAT WE’RE LOOKING FOR:

REQUIRED : Candidates with commercial property & casualty account management experience , preferably at least 5+ years.

Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.

Location: REQUIRED - This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO (Creve Coeur) office.

WHAT YOU’LL DO:

The Senior Account Manager’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 resolution

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 ID Cards 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

Job Accountability Measures

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

WHAT YOU’LL BRING:

Full knowledge of Property & Casualty lines of coverage and services

Recognize problems and respond appropriately

Able to analyze situations logically in order to draw solid conclusions

Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel

Strong attention to detail and time management abilities

Strong ability to multi-task and assign priority

Ability to work effectively and efficiently both with and without direct supervision

Ability to work effectively and efficiently in a team environment as well as independently

Strong interpersonal communication skills, both written and oral

Education and/or Experience:

High school diploma or G.E.D. equivalent required. College degree preferred.

Five or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred

Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Certificates / Licenses:

Property and Casualty Broker License

COMPENSATION:

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.

WHY EPIC:

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 parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &a