Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.
We’ve been so successful, that now we’re looking to grow our team!
JOB OVERVIEW:
The Commerical Insurance 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.
WHAT WE’RE LOOKING FOR:
1. REQUIRED: Candidates with current commercial property AND casualty account management experience, preferably at least 5+ years.
2. Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
3. Location: REQUIRED - This is a hybrid role; qualified candidates must be able & willing to work at least 3 days a week out of our St. Louis, MO office.
WHAT YOU’LL DO:
The Account Manager’s main function is to: Provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):
Handle day‐to‐day client issues and questions via phone or email including but not limited to:
4. Answer client questions and resolve client problems
5. Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
6. Appropriately document customer service transactions
7. Handle changes in exposure and manage related endorsement and documentation process
8. Forward contract reviews to appropriate resources
9. Forward certificate of insurance requests to appropriate resource
10. Issue Auto ID Cards as needed
11. Create and update account information in the shared database
12. Claims reporting
13. Assist with processing of invoicing and order financing when appropriate
Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.
14. Pre‐complete insurance applications
15. Send request for information to clients
16. Follow‐up on collecting information
17. Submit information to insurers
18. Negotiate policy terms
19. Obtain options from competing insurers as needed
20. Prepare insurance proposal including analysis and comparison of options (if applicable)
21. and present to client (mostly via phone or web)
22. Prepare documentation including invoicing and confirmation of coverage
23. Review and email policies to clients
24. Use agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures
25. Customer satisfaction; retention
26. Adherence to established procedures
27. Timing and quality of service
28. Technical accuracy; attention to detail
29. Positive professional attitude; leadership
30. Proactive problem‐solving
31. Effective communication
32. Personal development
33. Avoidance of errors and omissions
34. Meet or exceed agreed‐upon goals
WHAT YOU’LL BRING:
35. Full knowledge of Property & Casualty lines of coverage and services
36. Recognize problems and respond appropriately
37. Able to analyze situations logically in order to draw solid conclusions
38. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
39. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
40. Strong attention to detail and time management abilities
41. Strong ability to multi-task and assign priority
42. Ability to work effectively and efficiently both with and without direct supervision
43. Ability to work effectively and efficiently in a team environment as well as independently
44. Strong interpersonal communication skills, both written and oral
Education and/or Experience:
45. High school diploma or G.E.D. equivalent required. College degree preferred.
46. Five or more years' experience in mid-size brokerage working with commercial P&C accounts is required
47. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
48. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
49. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Certificates / Licenses:
50. Property and Casualty Broker License
51. Valid Driver License
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 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:
52. Generous Paid Time off
53. Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early close days; plus additional paid days off
54. Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
55. Work-life balance, especially with our standard work weeks being 37.5 hours not 40 hours
56. Generous employee referral bonus program of $1,500 per hired referral
57. Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
58. Employee Resource Groups: Women’s Coalition, EPIC Veterans
59. Professional growth & development: Mentor Program, Tuition Reimbursement Program
60. Unique insurance, such as Pet Insurance and Cancer Insurance
61. Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
62. We’re a top 10 privately held insurance brokerage
63. We’ve consistently been voted “Best place to work” in the insurance industry since 2009