Commercial Insurance Account Manager - Specialty Programs & Certificates

<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Come join our team!</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">There are many reasons why EPIC Insurance Brokers &amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.</span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">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.&nbsp;</span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!</span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">&nbsp;</span></p> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>JOB OVERVIEW:</strong></span></p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">This team is based in the Atlanta, GA area &amp; all work from home, but come into the Atlanta (Sandy Springs) office as needed for team &amp; client meetings. The team works hard &amp; plays hard; their teamwork &amp; culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is 100% working with sports-related clients and is a mix of professional sport teams, franchises, organizations, and amateur sport teams and organizations as well. This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members!</span></p> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">The&nbsp;<strong>Account Manager's </strong>main responsibilities are to support the broker with providing top-notch client services, as well as be the primary individual responsible for the team's proprietary COI (Certificates) system &amp; COI requests, as well as the team's Specialties Program (high-volume of purchased products). This role assists with producing client submissions, proposals, presentations, insurance summaries &amp; reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).</span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">&nbsp;</span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;"><strong>LOCATION:</strong> REMOTE - But candidates must live in the Greater Atlanta GA area and be willing &amp; able to drive to EPIC's Sandy Springs GA office as needed for meetings</span></p> <p>&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT WE’RE LOOKING FOR:&nbsp;</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">High attention to detail, and the ability to learn and understand software systems quickly.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>REQUIRED: At least 1+ year</strong> of experience working for an insurance agency, broker or carrier <strong>OR a recent Risk Management / Insurance bachelor's degree.</strong></span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.</span></li> </ul> <p>&nbsp;</p> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL DO: </strong></span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">A detailed list of job duties includes (but is not limited to):</span></p> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">• Responsible for the day-to-day management of the EPIC Sports customized certificate issuance system</span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Communicate with Insureds and certificate holders (municipalities, venue owners, etc.) to assess certificate needs and ultimate issuance</span></li> <li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Correspond with insurance carrier partners to verify certificate and endorsement language compliance</span></li> <li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Interact with clients during on-boarding process to determine short and long-term certificate issuance needs and effectively present and educate clients on system capabilities</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">• Responsible for the day-to-day servicing of a range of specialty insurance programs, directly delivering solutions to hundreds of small business owners</span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Effectively interact / communicate with clients and insurance company representatives</span></li> <li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Respond to client questions, requests and projects in a timely manner</span></li> <li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Provide placement services for clients including assistance with completion of insurance applications, marketing / securing quotations from insurance carriers, reviewing and analyzing quotations, and providing proposals with recommendations for consideration to prospective clients</span></li> </ul> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">&nbsp;</span></p> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL BRING: </strong></span></p> <p><span style="font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;"><span style="color: rgb(0, 0, 0);">This is an internal and external support role, with increasing opportunities for client-facing activities based on demonstrated proficiency with the content and relationship-building skills. The person filling this role is expected to arrive at EPIC Sports with a track record that demonstrates the following skill set:</span><br><span style="color: rgb(0, 0, 0);">• Excellent attention to detail</span><br><span style="color: rgb(0, 0, 0);">• Strong written and verbal communication skills</span><br><span style="color: rgb(0, 0, 0);">• Solution-oriented mindset and approach</span><br><span style="color: rgb(0, 0, 0);">• Strong time management and prioritization skills – can effectively triage third-party requests</span><br><span style="color: rgb(0, 0, 0);">• Highly responsive to client inquiries and requests (committed to EPIC Sports’ 24-hour goal)</span><br><span style="color: rgb(0, 0, 0);">• Personal passion for sports and/or fitness preferred</span><br></span></p> <p><span style="font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;"><span style="color: rgb(0, 0, 0);">Qualifications</span><br><span style="color: rgb(0, 0, 0);">• Education – high school diploma required, college degree preferred</span><br><span style="color: rgb(0, 0, 0);">• Georgia Property &amp; Casualty Agents license preferred, but not required; if not already licensed, must get licensed within 90 days of hire</span><br><span style="color: rgb(0, 0, 0);">• Computer literate with basic knowledge of Internet Explorer, Microsoft Office (Outlook, Word, Excel, Power Point)</span><br><span style="color: rgb(0, 0, 0);">• Familiarity with certificate issuance and strong understanding of Commercial General Liability coverage</span><br><span style="color: rgb(0, 0, 0);">• Knowledge of risk purchasing group programs and master policy programs a plus</span><br><span style="color: rgb(0, 0, 0);">• Ability to multi-task with exceptional organizational skills</span></span></p> <p>&nbsp;</p> <p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>COMPENSATION: </strong></span></p> <p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.</span></p> <p>&nbsp;</p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHY EPIC: </strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous Paid Time off</span> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days</span></li> </ul> </li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft &amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp; Midlife Support</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp; employee assistance programs</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">To learn more about EPIC, visit our Careers Page:&nbsp;<a href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>.&nbsp;</span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><em><span style="font-size: 12pt;">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.&nbsp;</span></em></p> <p style="line-height: 1;"><em>California Applicants - View your privacy rights at: <a href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>.&nbsp;</em></p> <p style="line-height: 1;"><em>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.&nbsp;</em></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0);">#LI-AT1</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0);">#LI-Remote</span></p> <p style="line-height: 1;">(3765)</p> <p>&nbsp;</p>