Commercial Insurance Account Manager - OCIPs / CCIPs / Builder's Risk

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:
Within our Construction & Design vertical, we have a team that specializes in providing insurance brokerage and risk consulting services for construction and design professionals, specifically large accounts for architect & engineering firms (A/E). 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 Account Manager - Project Solutions 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. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business. The 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.
LOCATION: Hybrid required, 3 days a week in-office - in Alpharetta GA, Chicago IL, or St. Louis MO.
WHAT WE’RE LOOKING FOR:
Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
High attention to detail, and the ability to learn and understand software systems quickly.
REQUIRED: At least 5+ years of experience working for an insurance agency, broker or carrier, AND experience working with Controlled Insurance Programs (OCIPs, CCIPs) and Builder's Risk
Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
WHAT YOU’LL DO:
A detailed list of job duties includes (but is not limited to):
Critical Job Functions:
The account manager will handle day-to-day client issues and questions, including but not limited to:
• 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