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Account Manager, Commercial

EPIC Brokers

This is a Full-time position in Lexington, KY posted May 1, 2021.

Position Overview: Responsible for providing superior customer service to all clients, carriers and producers.

Critical Job Functions:

  • Answer and respond promptly to client inquiries via phone, mail and e-mail, in professional and courteous manner, adhering to agency guidelines.
  • Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right.
  • Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
  • Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner.
  • Assume ownership of customer concerns and feedback until a successful resolution is achieved.
  • Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services.
  • Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
  • Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross-selling.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
  • Work well within the team and contribute to the team effort by openly sharing insurance knowledge.

Skills & Qualifications:

  • Ability to work out of Fairlawn, NJ or Melville, NY (partial work from home options).
  • Minimum five (4) year prior Commercial Insurance experience
  • Strong customer service skills with an ability to assess insurance coverage needs
  • Excellent communication and diplomacy skills to resolve client issues
  • Articulate, well organized and focused
  • Goal oriented and highly motivated and resourceful to achieve results
  • Ability to work independently, as well as in a team environment

Educational requirement:

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

Technology:  Proficient in Microsoft Office and AMS – Sagitta.

Join Us! 

  • 15th Largest Broker in US
  • Voted ” Best Place to Work” in the Insurance Industry
  • Awesome Benefits:  401K matching, unlimited Managed Time Off, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs.