EPIC Brokers

Commercial Insurance Account Manager

2720 3rd Avenue South Suite 100, Birmingham, AL 35233

Sponsorship not specifiedDetected 1 day ago

RESTAccount ManagementExcelEpicResearchCommunicationCollaborationProblem SolvingTime ManagementPublic SpeakingMicrosoft OfficeProperty & Casualty

About the role

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.

Prepares billing and provides standard office/administrative support including quoting and servicing Premium Finance Options
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts

REQUIRED: Candidates with at least 3+ years of commercial insurance account management experience.

Completion of or progress toward additional certifications such as CRIS or ERIS
High school diploma or G.E.D. equivalent required.
College degree preferred
At least 3 years' experience in mid-size brokerage or carrier
construction related experience preferred but not required
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have high level of interpersonal skills to handle sensitive and confidential situations

Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients
Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
Assist clients in making coverage changes
Maintain up-to-date proposals/coverage workbooks, workflow logs, manuals or other required documentation and records
Full knowledge of Property Casualty lines of coverage and services

Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team

This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.