Account Manager -Small Business Unit

SUMMARY: 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 
The requirements listed below are representative of the knowledge, skill, and/or ability required 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions 

ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients
Assists clients with policy coverages and related questions. Reviews the policy coverages for potential gaps and other needs of the policyholder
Works with Producers to assist client with the service needs mentioned above
Renews and retains assigned accounts. Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client. Provide client with additional coverage options
Maintains client files in appropriate systems and provides standard office/administrative support
Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends.
Other duties as assigned Service 
Consistently establishes and maintains high levels of trust and confidence with clients by
initiating introductions, through periodic contacts, and by promptly responding and 
resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, 
certificates, audits, and other items related to the servicing of clients policies in a timely 
and accurate manner
 Inform and educate clients about policy coverage, changes, exclusions, and insurance 
coverage needs. Assist clients in making coverage changes
 Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned

Marketing 
Work with Placement Department and Producers to properly transition new business written;
For renewal marketing: Submit applications with proper supporting documentation and follow up to 
ensure timely receipt of quotes and policies
If needed, enter policy information into carrier websites for quote options.
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer, if applicable.
Bind and issue policies in carrier websites or order policies from underwriters.
Other duties may be assigned.
Personal and Organizational Development 
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all

Responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors,and other business contacts
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regard industry trends, new product/program developments, coverages,
legislation, technology to continuously improve knowledge and performance
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Other duties may be assigned

KEY COMPETENCIES: 
initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned

EDUCATION and/or EXPERIENCE: 
High school diploma or G.E.D. equivalent required. College degree preferred
Two or more years experience in mid-size brokerage or carrier
Must 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, REGISTRATIONS: 
Indiana Property & Casualty License
Valid Driver License

PHYSICAL DEMANDS: 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions 
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required 

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: 

Full knowledge of Property Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and
industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to
include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral

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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