Commercial Insurance Account Manager - Real Estate

The role

Commercial Insurance Account Managers provide service to large real estate and development clients. They support Senior Executives with policy administration, billing coordination, and application processing.

What you will do

• Manage activity for assigned accounts
• Manage the schedule of values for each assigned Client
• Create schedules of insurance and proposals
• Administer quarterly reporting and invoicing of locations
• Process endorsements
• Handle invoicing
• Track client account balances and work with accounting for payment
• Set up new and renewal policies
• Maintain records in SAGE
• Manage day to day account transactions

Required qualifications

• Current commercial insurance industry experience
• Licensed in P&C
• Minimum 2 years of insurance brokerage or insurance carrier experience
• Strong computer skills including MS office suite, Excel and PowerPoint
• Must be detail oriented
• Must have excellent organization and time management skills

Nice to have

• 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts
• Real estate experience
• College degree in Insurance or related field

Benefits

• Generous Paid Time off
• 22 PTO days 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 and trips
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm headquartered in New York City with over 4,000 employees nationwide. The company has locations spread across the U.S. and core values include Owner mindset, Inspire trust, Think big, and Drive results.