Job Description:

Our Greyling team is hiring an Account Manager!Greyling a division of EPIC, is a specialty insurance brokerage and risk consulting firm dedicated to serving architects, engineers, contractors, environmental service firms and law firms. Greyling | EPIC combined have a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.The Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.The Account Manager's Main Function Is ToProvide day"to"day client serviceManage the renewal process for existing clientsManage the intake and establishment of new clientsPrimary ResponsibilitiesHandle day"to"day client issues and questions via phone or email including but not limited to:Answer client questions and resolve client problemsProcess and follow up on cancellation notices by insurers to ensure accurate and timely resolutionAppropriately document customer service transactionsHandle changes in exposure and manage related endorsement and documentation processForward contract reviews to appropriate resourcesForward certificate of insurance requests to appropriate resourceIssue Auto ID Cards as neededCreate and update account information in the shared databaseClaims reportingAssist with processing of invoicing and order financing when appropriateProactively manage the insurance renewal and new business process in accordance with EPIC's timing standards.Pre"complete insurance applicationsSend request for information to clientsFollow"up on collecting informationSubmit information to insurersNegotiate policy termsObtain options from competing insurers as neededPrepare insurance proposal including analysis and comparison of options (if applicable)and present to client (mostly via phone or web)Prepare documentation including invoicing and confirmation of coverageReview and email policies to clientsUse agency management system (Sagitta) as appropriate throughout the processJob Accountability Measures Customer satisfaction; retentionAdherence to established proceduresTiming and quality of serviceTechnical accuracy; attention to detailPositive professional attitude; leadershipProactive problem"solvingEffective communicationPersonal developmentAvoidance of errors and omissionsMeet or exceed agreed"upon goalsRequired ExperienceA minimum of five years of experience handling property/general liability (BOP), workers compensation, business auto, inland marine, umbrella, professional liability, and executive risk insurance including day"to"day service and managing the insurance placement process.Appropriate property/casualty license is required.WHY JOIN US? 15th Largest Broker in USVoted " Best Place to Work" in the Insurance IndustryAwesome 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.