Senior Account Manager - Melville, United States - EPIC Brokers
Description
Location:
Fair Lawn, NJ or Melville, NY
Position Overview:
Responsible for managing accounts of our largest commercial clients and providing an outstanding level of customer service to clients, carriers and producers.
Critical Job Functions:
Ultimately directs, manages and controls all aspects of their client's insurance needs
Knowledge of complex, commercial insurance concepts
Able to gather, analyze and organize data via spreadsheets
Manages renewal process from start through close, making suggestions for improvement in the clients program.
Attends pre-renewal meetings and discusses renewal exposures and strategy with remarketing team.
Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client's current program is best product option for accounts.
Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
Verifies policy and policy changes information, facilitating corrections when necessary
Fields and responds promptly to inquiries from client, carriers, Producers, Account Executives, attorneys and accountants
Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished
Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and account rounding
Must possess high level of urgency and able to handle high demands on time and heavy workloads at times
Knowledge of financial documents; able to read, comprehend, and explain financial reports.
Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
Contributes to a team effort by accomplishing related results as needed
Skills & Qualifications :
State Brokers License
Advanced insurance designation
Minimum ten (10) years account management experience in an agency setting-Commercial Insurance
Develops strong working relationships with internal resources such as claims and marketing and externalrelationships with underwriters and carriers. Can look for and introduce new carrier appointments and wholesale relationship as needed
Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute resolutions
Must be able to communicate with all levels of staff and management at client's office, including CEO, CFO, Accountants and Attorneys
Excellent problem-solving ability using creative, logical and analytical approaches
A resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
Can assist with training of others
Brings vision and natural leadership skills to department and/or organization.
Articulate, well organized and focused
Goal oriented and highly self-motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment.
Education:
Bachelor's Degree, preferred
Technology:
Proficient in Microsoft Office and relevant company proprietary databases
The national average salary for this role is $90,000 to $100,000 in base pay and exclusive of any bonuses or benefits.
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 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.
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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