Commercial Insurance Account Manager at EPIC Brokers | Austin, TX, US | Rezi

Commercial Insurance Account Manager at EPIC Brokers

Commercial Insurance Account Manager

EPIC Brokers · Austin, TX, US

1 months ago

Commercial Insurance Account Manager

EPIC Brokers · Austin, TX, US

2 months ago
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About the Role

Our Austin, TX Entertainment & Live Events team insures a variety of clients in the music, live event, film, theater, and production industries. We are seeking an experienced Commercial Account Manager to assist with a wide spectrum of commercial insurance lines including casualty, property, workers comp, E&O, and D&O Cyber-Liability coverages.

Responsibilities

  • Effective and timely communication with all clients via email, letters & telephone
  • Review client needs and advise on appropriate insurers, coverage, and pricing
  • Prepare insurance applications for required coverage lines
  • Prepare accurate, timely, professional, and compliant presentations, reports, and other market and client documents
  • Review client contracts and insurance requirements
  • Issue certificates of insurance and coverage binders
  • Comply thoroughly with delegated authorities
  • Invite renewals and new business expediently to maximize retention and new business
  • Check and issue insurance documentation
  • Prepare premium invoices and client accounting statements
  • Complete various reports as required throughout the insurance cycle
  • Liaise with insurers in relation to client's policies
  • Discuss additional products, cover, and services that the client needs and requests
  • Maintain and update electronic client files
  • Minimize aged debt
  • Perform other duties as required by management

Requirements

  • At least 5+ years of commercial insurance account management experience required
  • Strong, professional communication skills – both written and verbal
  • High attention to detail
  • Ability to learn and understand software systems quickly
  • Adapt well to priority changes and deadlines
  • Consistently quick to respond to and/or acknowledge communications
  • Positive and outgoing disposition
  • Eager to work as a team but also functions well working independently
  • Minimum of 5 years of experience in a commercial account manager role
  • Current property/casualty license
  • Experience with agency management software (preferably Sagitta)
  • Proficient with MS Word, Excel and Outlook
  • Strong analytical skills and knowledge of commercial insurance lines
  • Proven ability to effectively negotiate rates and coverage with underwriters
  • Excellent communication skills with clients during the sales and/or service processes

Skills

  • Commercial insurance account management
  • Written communication
  • Verbal communication
  • Attention to detail
  • Software system proficiency
  • Adaptability
  • Responsiveness
  • Teamwork
  • Independent work
  • Property/casualty license
  • Agency management software (Sagitta preferred)
  • MS Word
  • MS Excel
  • MS Outlook
  • Analytical skills
  • Commercial insurance lines knowledge
  • Negotiation with underwriters
  • Client communication

Location

  • Austin, TX

Work Type

  • In-Office, 5 days a week
  • May be open to 1 day a week from home once fully trained

Experience Level

  • 5+ years of commercial insurance account management experience

Salary/Compensations

  • Compensation dependent upon qualifications
  • Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data.

Benefits

  • Bonuses
  • Comprehensive benefits package
  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees
  • 22 PTO days starting out for hourly/non-exempt employees
  • 12 company-observed paid holidays
  • 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Pet Insurance
  • Identity Theft & Fraud Protection Coverage
  • Legal Planning
  • Family Planning
  • Menopause & Midlife Support
  • 401(k) matching
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Wellness & employee assistance programs

About the Company

  • EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry.
  • Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide.
  • With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs.
  • We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
  • Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
  • EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing!
  • EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
  • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
  • To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

Equal Opportunity

  • 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.
  • California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
  • Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.