Commercial Insurance Account Manager

About the role

The Commercial Insurance Account Manager will be part of EPIC Insurance Brokers & Consultants' division specializing in large accounts for clients in the senior living industry. The Account Manager will be the primary client contact and will be responsible for managing the renewal process for existing clients, managing the intake and establishment of new clients, and providing day-to-day client service.

Responsibilities

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
• Adequately 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
• Create and update account information in the shared database
• Claims reporting
• Aid in 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
• 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)
• Prepare documentation including invoicing and confirmation of coverage
• Review and email policies to clients
• Use agency management system (Sagitta) as appropriate throughout the process

Requirements

• Experience working for an insurance agency, broker or carrier (at least 5+ years of commercial insurance industry experience)
• Experience working for or with mid-size to large firms, and experience working company risk, contracts, underwriting, and/or insurance policies or claims (preferred)
• Strong, professional communication skills – both written and verbal
• High level of interpersonal skills to handle sensitive and confidential situations
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Teamwork, demonstrated poise, tact, and diplomacy

Qualifications

• Bachelor’s degree preferred – experience equivalent will be considered
• Broker’s P&C license is required
• Insurance designation preferred