Account Manager's will assist in the sales process and supports the ongoing client relationship.
Duties & Responsibilities
Identify and analyze insurance exposures for client. Participates in request for proposal submissions Develops a renewal plan in response to client’s needs, communicates the renewal plan to clients, and gains client’s approval. Reviews the client's exposures and loss experience against current types of coverage and analyzes the risks to determine the products and service requirements. Upon client’s acceptance, binds coverage and issues appropriate documents. Invoices client and monitors payment by the client to avoid policy cancellation. Review contracts and insurance requirements for placement and identify gaps in coverage, suitability, and errors. Develop, format, and perform technical analysis on submissions. Work with clients to identify, analyze, and quantify exposures. Developing productive business relationships with key insurance underwriters. Present and negotiate best pricing, collateral, terms and conditions, and coverage for client’s insurance program from each carrier and help client choose program most appropriate for client’s needs. Keep client abreast of marketplace developments and innovations. Perform such other duties as may be assigned by the Company at its discretion from time to time.
This role will start onsite for training and will progress towards being hybrid 2-3 days per week in office.
Knowledge, Skills, and Abilities
Strong quantitative and analytical skills and strong communication, interpersonal, presentation, and negotiating skills. Be able to handle multiple tasks simultaneously. Be able to develop and maintain thorough knowledge about products available in the marketplace and translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved. Be able to mentor others on team and contribute to their development.
Credentials and Experience
Bachelor’s Degree. 2-3 years of Commercial Insurance Experience. Active Tennessee Property & Casualty Insurance License. Special Requirements
Occasional travel to clients.
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. An Equal Opportunity/Affirmative Action Employer.
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