Commercial Insurance Account Manager - Real Estate

Company Overview:

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Headquartered in New York City and founded in 2007, the company has over 4,000 employees nationwide. Core values: Owner mindset, Inspire trust, Think big, and Drive results.

Job Overview:

Commercial Insurance Account Managers provide high-quality service to Clients (who are large, complex accounts in real estate and development industries) and Account Executives. They ensure satisfaction by balancing the quality of service and speed of response. The Account Manager supports Senior Executives in the administration of policies, coordination of billing and payment, processing applications, and other administrative duties and projects as assigned.

Location:

Primarily in-office. This role must work in the Greenwood Village, CO office. Candidates can work from home up to five days every month, with the entire month of August being flexible.

What We're Looking For:

• Required: Current commercial insurance industry experience, licensed in P&C. At least 2-3+ years of experience at a commercial insurance brokerage servicing middle market to large accounts is strongly preferred. Real estate experience is nice to have but not required.
• Must have: Strong sense of urgency and thoroughness. Speed to respond while being accurate is of the utmost importance.
• Team players who are eager to learn and grow, and collaborate well with others.

What You'll Do:

• Manage the 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 added or removed from the schedule of values
• Process endorsements and invoicing
• Track client account balances and work with the accounting department to ensure prompt payment
• Set up new and renewal policies
• Maintain current schedule and policy records in SAGE, the custom broking system
• Manage day-to-day account transactions including additions and deletions of vehicles and acquisitions
• Generate and update schedules of insurance, create ACORD certificates, auto ID cards, loss run reports, and similar documents as needed
• Support administration of program adjustments including dividend and audit adjustments
• Contact clients and underwriters to obtain information for policy changes, renewals, and endorsements

What You'll Bring:

• Team player who works well in a close-knit team environment
• Customer service focus, proactively addressing customer needs and concerns
• Active listening and clarifying questions to ensure understanding
• Initiative and self-starter mindset, seeking additional responsibilities
• Information seeking with strong curiosity and follow-through
• Quality extended task focus with high standards over long periods
• Composure and resilience under pressure
• Time management across multiple time-sensitive responsibilities

Qualifications:

• Minimum 2 years of insurance brokerage or insurance carrier experience
• Strong computer skills including MS Office suite, Excel, and PowerPoint
• Detail oriented
• Excellent organization and time management skills

Educational Requirements:

• College degree in Insurance or a related field preferred but not required
• P&C Brokers License required

Compensation:

• Non-Exempt: The hourly pay range is $38.46 to $46.15 per hour, with standard workweeks of 37.5 hours. This range is the employer's good faith estimate of compensation at the time of posting.
• Actual compensation is determined by factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Why EPIC:

• Generous paid time off, including managed PTO for salaried employees and 22 PTO days for hourly employees, 12 company-observed paid holidays, and 4 early-close days
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus of $1,500 per hired referral
• Employee recognition programs and awards
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Benefits including pet insurance, identity theft and fraud protection, legal planning, family planning, menopause and midlife support, 401(k) matching, medical, dental, vision insurance, and wellness and employee assistance programs
• 50/50 work culture between producers and the rest of the business
• EPIC Gives Back through charitable efforts

EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected, and heard.