Title: Account Manager, Personal Lines

Please Note: This role is a hybrid role requiring 2-3 days in-office per week. You can be located in any of our Indiana offices in Evansville, Ft. Wayne, Franklin, Goshen, Indianapolis, Lafayette, Plainfield, Richmond, or Terre Haute.

SUMMARY:

To perform the Account Manager role successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Processes applications, policies, endorsements, binders, certificates, and other items related to the servicing of clients
• Assists clients with policy coverage, exclusions and related questions and assists Producers (if applicable) in servicing clients
• Makes routine policy adjustments
• Conducts renewal processing
• Maintains client files in appropriate systems and provides standard office/administrative support
• Other duties as assigned

Service

• • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
  • Process all applications, policies, endorsements, incoming mail, and other items related to the servicing of clients' policies in a timely and accurate manner
  • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes
  • Responsible for renewals and monthly expirations
  • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
  • Other duties as assigned

Marketing

• • Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
  • Support Producers with filing of new business documents
  • Work with PL Rater to provide renewal marketing as needed
  • Other duties as assigned

Personal & Organizational Development

• • Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
  • Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
  • Maintain up-to-date workflow logs, manuals or other required documentation and records
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
  • Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
  • Work effectively to resolve problems or enhance service in a timely manner
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Ensure expert knowledge is maintained
  • Other duties as assigned

KEY COMPETENCIES:

• Full knowledge of Personal Insurance 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/GED required
• At least 2 years' experience in a mid-size insurance brokerage or carrier
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

REQUIRED LICENSES:

• Indiana Property and Casualty Broker License
• Valid Driver License

WHY JOIN US?

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

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