Commercial Insurance Account Manager - OCIPs / CCIPs / Builder's Risk

Come join our team!

EPIC Insurance Brokers & Consultants has become 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.

Job Overview:

Within our Construction & Design vertical, we provide insurance brokerage and risk consulting services for construction and design professionals, specifically large accounts for architect & engineering (A/E) firms. Our leaders have prior experience as construction lawyers, engineers, consultants, and underwriters. We place many of our largest clients in group captive programs.

The Account Manager - Project Solutions will be the primary client contact and will actively cultivate and strengthen client relationships. The Account Manager works with new clients produced by others and is not expected to develop new business. The 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.

What We're Looking For:

• Strong professional written and verbal communication skills.
• High attention to detail and the ability to learn software systems quickly.
• Required: At least 5+ years of experience working for an insurance agency, broker, or carrier, and experience working with Controlled Insurance Programs (OCIPs, CCIPs) and Builder's Risk.
• Ability to adapt to priority changes and deadlines, and enjoys problem solving.

What You'll Do:

Critical Job Functions:

• Answer client questions and resolve client problems.
• Process and follow up on insurer cancellation notices.
• Document customer service transactions appropriately.
• Handle changes in exposure and manage related endorsements and documentation.
• 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.
• Report claims.
• Assist with invoicing and order financing when appropriate.

Renewal and New Business:

• Pre-complete insurance applications.
• Send requests for information to clients and follow up on collecting information.
• Submit information to insurers and negotiate policy terms.
• Obtain options from competing insurers as needed.
• Prepare insurance proposals, including analysis and comparison of options, and present them to clients (mostly via phone or web).
• Prepare documentation, including invoicing and confirmation of coverage.
• Review and email policies to clients.
• Use the agency management system (Sagitta) throughout the process.

Job Accountability Measures:

• Customer satisfaction and retention.
• Adherence to established procedures.
• Timing and quality of service.
• Technical accuracy and attention to detail.
• Positive professional attitude and leadership.
• Proactive problem-solving and effective communication.
• Personal development.
• Avoidance of errors and omissions.
• Meeting or exceeding agreed-upon goals.

What You'll Bring:

Skills & Qualifications:

• Must have 5+ years of experience in commercial insurance, preferably with Builder's Risk and OCIPs / CCIPs.
• Experience placing insurance for Architecture, Engineering & Construction companies is highly desirable.
• Must have advanced working knowledge of Microsoft Office applications, including word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment and juggle multiple competing tasks.
• Must have high-level interpersonal skills to handle sensitive and confidential situations, with poise, tact, and diplomacy.

Educational Requirement:

• Bachelor's degree preferred; equivalent experience will be considered.
• Broker's P&C license is required, or the ability to obtain it within 90 days of hire.

Compensation:

Exempt: The base salary range for this position is $90,000 - $130,000. This range represents the employer's good faith estimate of compensation at the time of posting. Actual compensation will be determined based on 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:

EPIC has over 60 offices and 4,000 employees nationwide. We offer:

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

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