Commercial Insurance Account Executive

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $85k - $88k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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