Experienced Insurance Marketing Account Executive (Broker)

JOB OVERVIEW

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

WHAT WE’RE LOOKING FOR

• Candidates with at least 5+ years of insurance marketing / placement / brokering experience.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• A positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO

• Assumes ownership of customer concerns and feedback through successful resolution
• Manages renewal process from start through close
• Client facing Insurance Professional
• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight
• Train, develop, and delegate to marketing associates for assistance in efficiently completing renewals and ongoing program management
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service 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 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
• Fields and responds promptly to inquiries from client, carriers, and Producers
• 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
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• May assist with training of other service staff
• Participate in the process of acquiring new business as needed which may include travel to prospective client offices
• Responsible for at least one area of responsibility within marketing team for efficient management and training of all marketing account executives
• Other duties as assigned.

COMPENSATION

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC

• 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
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

California Applicants

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