Insurance Account Manager

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

The Account Manager's main function is to provide day-to-day client services in collaboration with the rest of the EPIC team (marketing, claims, production, etc.)

LOCATION: HYBRID - Birmingham, AL: Role will be fully in-office during training & onboarding, then can work 2 days per week from home.

WHAT WE’RE LOOKING FOR:

• REQUIRED: Candidates with at least 3+ years of commercial insurance account management.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients
• Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues
• Makes routine policy adjustments
• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team
• Prepares billing and provides standard office/administrative support including quoting and servicing Premium Finance Options
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
• Responsible for timely, accurate invoicing and monthly expirations
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties may be assigned.
Personal and Organizational Development
• Set priorities and manage workflow for self 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 proposals/coverage workbooks, workflow logs, manuals or other required documentation and records
• 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 information, 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

WHAT YOU’LL BRING:

KEY COMPETENCIES:
• Full knowledge of Property Casualty lines of coverage and services
• Exemplify Team Values which include Tenacity, Positive Attitude, Open Communication, Passion and Willingness to Learn
• 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

EDUCATION and/or EXPERIENCE:
• High school diploma or G.E.D. equivalent required. College degree preferred
• At least 3 years' experience in mid-size brokerage or carrier; construction related experience preferred but not required
• 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
• This position continually requires teamwork, demonstrated poise, tact, and diplomacy
• Current Property and Casualty Broker License
• Completion of or progress toward additional certifications such as CRIS or ERIS

COMPENSATION:

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 days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 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 Foundation
• We’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/. 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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