Commercial Insurance Senior Account Manager

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 Commercial Insurance Senior 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. Accounts are small to middle-market accounts for architect engineering clients. 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:

REQUIRED : Candidates with commercial property casualty account management experience , preferably at least 5+ years.

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.

Location: REQUIRED - This is a HYBRID role; qualified candidates must be able willing to work 3 days a week in 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:

Answer client questions and resolve client problems

Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution

Appropriately document customer service transactions

Handle changes in exposure and manage related endorsement and documentation process

Forward contract reviews to appropriate resources

Forward certificate of insurance requests to appropriate resource

Issue Auto ID Cards as needed

Create and update account information in the shared database

Claims reporting

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.

Pre‐complete insurance applications

Send request for information to clients

Follow‐up on collecting information

Submit information to insurers

Negotiate policy terms

Obtain options from competing insurers as needed

Prepare 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 coverage

Review and email policies to clients

Use agency management system (Sagitta) as appropriate throughout the process

Job Accountability Measures

Customer satisfaction; retention

Adherence to established procedures

Timing and quality of service

Technical accuracy; attention to detail

Positive professional attitude; leadership

Proactive problem‐solving

Effective communication

Personal development

Avoidance of errors and omissions

Meet or exceed agreed‐upon goals

WHAT YOU’LL BRING:

Full knowledge of Property Casualty lines of coverage and services

Recognize problems and respond appropriately

Able to analyze situations logically in order to draw solid conclusions

Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word Excel

Strong attention to detail and time management abilities

Strong ability to multi-task and assign priority

Ability to work effectively and efficiently both with and without direct supervision

Ability to work effectively and efficiently in a team environment as well as independently

Strong interpersonal communication skills, both written and oral

Education and/or Experience:

High school diploma or G.E.D. equivalent required. College degree preferred.

Five or more years' experience in mid-size brokerage working with commercial P C accounts is strongly preferred

Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation soft…