Commercial Insurance - Senior Account Manager / Team Lead

The role

The Senior Account Manager provides day-to-day client service and manages the renewal process for small to middle-market architect and engineering clients. This role may include Team Lead responsibilities.

What you will do

• Handle day-to-day client issues and questions via phone or email
• Process and follow up on cancellation notices
• 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
• Manage claims reporting
• Assist with processing of invoicing and order financing
• Manage the insurance renewal and new business process

Required qualifications

• Commercial property & casualty account management experience
• Strong communication skills
• Full knowledge of Property & Casualty lines of coverage and services
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations
• Advanced knowledge of navigating the Internet and Microsoft Office programs including Windows, Outlook, Word & Excel
• High school diploma or G.E.D. equivalent
• Property and Casualty Broker License

Nice to have

• At least 5+ years of commercial property & casualty account management experience
• College degree
• Five or more years' experience in mid-size brokerage working with commercial P&C accounts

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 fast-growing firm with over 4,000 employees nationwide. Greyling Insurance Brokerage & Risk Consulting is a division of EPIC focused on construction and design professionals.