Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. 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!
JOB OVERVIEW :
The Commerical Insurance 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.
WHAT WE’RE LOOKING FOR :
- REQUIRED : Candidates with current commercial property & casualty account management experience , preferably at least 5+ years.
- Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
- Location : REQUIRED - This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO office.
WHAT YOU’LL DO :
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. A detailed list of job duties include (but are not limited to) :
Handle day‐to‐day client issues and questions via phone or email including :
Answer client questions and resolve client problemsProcess and follow up on cancellation notices by insurers to ensure accurate and timely resolutionAppropriately document customer service transactionsHandle changes in exposure and manage related endorsement and documentation processForward contract reviews to appropriate resourcesForward certificate of insurance requests to appropriate resourceIssue Auto ID Cards as neededCreate and update account information in the shared databaseClaims reportingAssist with processing of invoicing and order financing when appropriateProactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.
Pre‐complete insurance applicationsSend request for information to clientsFollow‐up on collecting informationSubmit information to insurersNegotiate policy termsObtain options from competing insurers as neededPrepare 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 coverageReview and email policies to clientsUse agency management system (Sagitta) as appropriate throughout the processJob Accountability Measures
Customer satisfaction; retentionAdherence to established proceduresTiming and quality of serviceTechnical accuracy; attention to detailPositive professional attitude; leadershipProactive problem‐solvingEffective communicationPersonal developmentAvoidance of errors and omissionsMeet or exceed agreed‐upon goalsWHAT YOU’LL BRING :
Full knowledge of Property & Casualty lines of coverage and servicesRecognize problems and respond appropriatelyAble to analyze situations logically in order to draw solid conclusionsDemonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospectsAdvanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & ExcelStrong attention to detail and time management abilitiesStrong ability to multi-task and assign priorityAbility to work effectively and efficiently both with and without direct supervisionAbility to work effectively and efficiently in a team environment as well as independentlyStrong interpersonal communication skills, both written and oralEducation and / or Experience :
High school diploma or G.E.D. equivalent required. College degree preferred.Five or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferredMust 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.Certificates / Licenses :
Property and Casualty Broker LicenseValid Driver LicenseCOMPENSATION :
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC :
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer :
Generous Paid Time off Managed PTO for salaried / exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly / non-exempt employees; 12 company-observed paid holidays; 4 early-close daysGenerous leave time options : Paid parental leave, pregnancy disability and bonding leave, and organ donor / bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups : Women’s Coalition, EPIC Veterans GroupProfessional growth & development : Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to) : 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50 / 50 Work Culture : EPIC fosters a 50 / 50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First FoundationWe’re in the top 10 of property / casualty agencies according to “Insurance Journal”To learn more about EPIC, visit our Careers Page : https : / / www.epicbrokers.com / about / epic-careers / .