Account Manager - Risk Management Insurance

About the role

The Account Manager provides high-quality service to our Clients and Account Executives. They manage the activity for assigned accounts, schedule of values, create schedules of insurance and proposals, administer quarterly reporting and invoicing, endorsement processing, invoicing, tracking client account balances, set up new and renewal policies, manage day-to-day account transactions, 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, contact clients and underwriters, and other administrative duties and projects as assigned.

Responsibilities

• 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
• 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 about policy changes, renewals and endorsements

Requirements

• Candidates with current commercial insurance industry experience, licensed in P&C. Strongly prefer candidates with at least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts.
• Strong sense of urgency and thoroughness. This successful team handles large accounts for clients, so speed in responding while also being accurate is of the utmost importance.
• Team players who are eager to learn and grow and collaborate well with others.

Qualifications

• Minimum 2 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.

Compensation

The national average salary for this role is $70,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Benefits

• 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 & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

Pay

The national average salary for this role is $70,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Schedule

Hybrid, Midtown, NYC office, 2-3 days a week