The Account Manager position provides an exceptional opportunity for a career-minded individual who wants to make a meaningful contribution within our organization. The complexity of accounts and innovative service offering fosters both a challenging and rewarding learning environment that will enable one to grow both professionally and financially. The Account Manager provides excellent customer service by ensuring all client needs are met while engaging in behaviors such as selection and pricing of complex risks and development of new business. They build robust relationships through working to understand client needs and providing solutions that effectively protect the client's risks. In this role, the Account Manager will be responsible for managing, retaining, and growing a diverse book of captive insurance accounts.

This role is remote, you will work from home and is open to anywhere in the US!

Duties & Responsibilities

• Demonstrate advanced skills in analysis, problem solving, planning and organizing. Strong desire to work collaboratively and foster a team-oriented environment.
• Identify and analyze insurance exposures for client.
• Assists in developing a captive program in response to client's needs, communicates the captive plan to clients, and gains client's approval.
• Reviews the client's exposures and loss experience against current types of coverage and analyzes the risks to determine the products and service requirements.
• Upon client's acceptance, binds coverage and issues appropriate documents. Invoices client and monitors payment by the client to avoid policy cancellation.
• Review contracts and insurance requirements for placement and identify gaps in coverage, suitability, and errors. Ensure that contract language comports with templates.
• Develop, format, and perform technical analysis on submissions.
• Work with clients to identify, analyze, and quantify exposures.
• Help client understand which program structure and risk retention is most beneficial to their program.
• Developing productive business relationships with key state officials and outside service providers.
• Keep client abreast of marketplace developments and innovations.
• Responsible for maintaining a timeline and process during new business and renewal cycles inclusive of exposure analysis, quote specifications, collateral analysis, and preparation and presentation of coverage proposals.
• Determine, coordinate and direct account management activities with various departments.
• Develop client relationships and assist service team efforts.
• Identify opportunities for organizational improvement and recommend solutions. Has the ability to anticipate problems and creatively propose solutions to those issues.
• Prepare reports and present results to clients and management
• Perform such other duties as may be assigned by the Company at its discretion from time to time.

Requirements

• Bachelor's degree or equivalent experience required.
• 5 years of broker, underwriting or insurance CSR experience.
• Insurance consulting or broker license is preferred.
• Strong aptitude for interpretation of coverage forms, contractual agreements, and financial statements.
• Highly motivated with a strong work ethic and ability to work independently and with minimal supervision.
• Client service focused with a high degree of professionalism.
• Detail-oriented, technical ability to identify, create, and present data.
• Strong understanding of professional and industry standards and practices.
• Proficiency in Excel, PowerPoint, Word, and other on-line computer systems

The national average salary for this role is $60,000 to $80,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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.

#LI-MJJ

#LI-REMOTE