Commercial Insurance Account Executive

🕒 Ontem

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $85.000 - $88.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

👻 Score fantasma 0%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

1001 - 5000 funcionários

🛡️ Seguros

🤝 B2B

💼 Consultoria

💰 Seed Round em 2007-01

Insurance • B2B • Consulting

A EPIC Insurance Brokers & Consultants é uma corretora de seguros e consultoria líder que se especializa em fornecer soluções abrangentes de seguro e serviços de gestão de riscos para empresas e indivíduos. Com foco em inovação e atendimento ao cliente, a EPIC aproveita sua expertise para ajudar os clientes a navegar no complexo cenário do seguro e garantir que eles tenham a cobertura certa para suas necessidades. A empresa opera com compromisso com seus valores fundamentais de integridade, excelência e trabalho em equipe, esforçando-se para fornecer um valor excepcional a cada cliente.

Descrição

• Provide day-to-day client service and manage client issues and questions via phone or email • Answer client questions and resolve problems • Process and follow up on insurer cancellation notices • Document customer service transactions • Handle exposure changes and related endorsements and documentation • Forward contract reviews and certificate of insurance requests to appropriate resources • Issue Auto ID Cards • Create and update account information in the shared database • Report claims • Assist with invoicing and order financing • Manage insurance renewals and new business processes according to EPIC timing standards • Pre-complete insurance applications and request information from clients • Follow up on collecting information and submit it to insurers • Negotiate policy terms and obtain competing insurer options • Prepare and present insurance proposals via phone or web • Prepare invoicing and confirmation-of-coverage documentation • Review and email policies to clients • Use Sagitta throughout the insurance process

🎯 Requisitos

• Remote work from the United States during EST or CST hours • Experience, skills, training, certifications, and education considered for compensation determination • Ability to provide day-to-day client service and manage insurance renewals and new business processes • Ability to handle client questions and resolve problems via phone or email • Ability to process insurer cancellation notices, exposure changes, endorsements, and documentation • Ability to prepare insurance applications, proposals, policy documentation, invoicing, and confirmations of coverage • Ability to negotiate policy terms and obtain competing insurer options • Ability to use agency management system Sagitta • Technical accuracy and attention to detail • Proactive problem-solving and effective communication • Ability to meet or exceed agreed-upon goals

🏖️ Benefícios

• Generous Paid Time off • Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days • Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • $1,500 employee referral bonus per hired referral • Employee recognition programs, awards, and trips • Employee Resource Groups: Women’s Coalition and EPIC Veterans Group • Mentorship Program • Tuition Reimbursement Program • Leadership Development • Pet Insurance • Identity Theft & Fraud Protection Coverage • Legal Planning • Family Planning • Menopause & Midlife Support • 401(k) matching • Medical insurance • Dental insurance • Vision insurance • Wellness and employee assistance programs • 50/50 work culture supporting collaboration, teamwork, and an inclusive work environment • Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation

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