Description
Our Greyling team is hiring an Account Manager!
Greyling a division of EPIC, is a specialty insurance brokerage and risk consulting firm dedicated to serving architects, engineers, contractors, environmental service firms and law firms. Greyling | EPIC combined have a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
The Account Manager 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
- Manage the intake and establishment of new clients
Primary Responsibilities:
Handle day‐to‐day client issues and questions via phone or email 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
Job Accountability Measures
- Customer satisfaction; retention
- Adherence to established procedures
- Timing and quality of service
- Technical accuracy; attention to detail
- Positive professional attitude; leadership
- Proactive problem‐solving
- Effective communication
- Personal development
- Avoidance of errors and omissions
- Meet or exceed agreed‐upon goals
Required Experience :
- A minimum of five years of experience handling property/general liability (BOP), workers compensation, business auto, inland marine, umbrella, professional liability, and executive risk insurance including day‐to‐day service and managing the insurance placement process.
- Appropriate property/casualty license is required.
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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