Commercial Insurance Account Manager - OCIPs / CCIPs / Builder's Risk

The role

The Account Manager - Project Solutions will provide day-to-day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. This role focuses on the Construction & Design vertical for large architect and engineering firms.

What you will do

• Answer client questions and resolve client problems
• Process and follow up on cancellation notices by insurers
• Document customer service transactions
• Handle changes in exposure and manage related endorsement and documentation process
• Forward contract reviews and certificate of insurance requests to appropriate resources
• Issue Auto ID Cards as needed
• Create and update account information in the shared database
• Perform claims reporting
• Assist with processing of invoicing and order financing
• Manage the insurance renewal and new business process

Required qualifications

• At least 5+ years of experience working for an insurance agency, broker or carrier
• Experience working with Controlled Insurance Programs (OCIPs, CCIPs) and Builder's Risk
• Strong, professional communication skills
• High attention to detail
• Ability to learn and understand software systems quickly
• Ability to adapt to priority changes and deadlines
• Advanced working knowledge of Microsoft Office computer software applications
• Ability to work in a fast-paced environment with multiple competing tasks
• High level of interpersonal skills
• Broker’s P&C license is required, or ability to obtain it within 90 days of hire

Nice to have

• Experience in placing insurance for companies in Architect, Engineering & Construction industries
• Bachelor’s degree

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
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Mentorship Program
• Tuition Reimbursement Program

About the company

EPIC Insurance Brokers & Consultants is a growing firm headquartered in New York City with over 4,000 employees nationwide. The company specializes in insurance brokerage and risk consulting services.