Experienced Insurance Marketing Account Executive (Broker)

<p style="line-height: 1.1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Come join our team!</span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; font-family: arial, helvetica, 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 style="line-height: 1.1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Headquartered in San Francisco and founded in 2007, our company has over 3,000 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 e<span style="color: rgb(0, 0, 0);">mployees.&nbsp;</span></span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, 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 style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">&nbsp;</span></p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>JOB OVERVIEW:</strong></span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard &amp; plays hard; their teamwork &amp; culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, &amp; oil &amp; gas industries. This is an exciting opportunity to join a driven, energetic, fun team!</span></p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">The Insurance <strong>Senior Marketing Account Executive's </strong>(aka Broker or Placement Specialist) is involved throughout the life of the policy - not just at point of new business or renewal, but throughout the year. The Marketing Account Executive builds relationships with clients and carriers to provide high-touch service. The main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Marketing Account Executives communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Marketing Account Executive will actively seek to cultivate, improve and cement a positive client relationship and use the EPIC resources necessary in performing these functions.</span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">&nbsp;</span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><strong>LOCATION:</strong> HYBRID - Birmingham, AL: Role will be fully in-office during training &amp; onboarding, then can work 2 days per week from home.</span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">&nbsp;</span></p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>WHAT WE’RE LOOKING FOR:</strong><strong> </strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">REQUIRED: Candidates with <strong>at least 5+ years </strong>of insurance marketing / placement / brokering experience.</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Candidates with strong, professional&nbsp;<strong style="font-size: 12pt;">communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.</strong></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Positive and outgoing disposition,&nbsp;<strong style="font-size: 12pt;">eager to work as a team</strong><span style="font-size: 12pt;"> but also functions well working independently.</span></li> </ul> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL DO:&nbsp;</strong></span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">A detailed list of job duties includes (but is not limited to):</span></p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Assumes ownership of customer concerns and feedback through successful resolution</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Manages renewal process from start through close</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Client facing Insurance Professional</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Train, develop, and delegate to marketing associates for assistance in efficiently completing renewals and ongoing program management</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client’s current program is best product option for accounts.</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Negotiates renewals with carriers and reviews quotes for accuracy.</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Verifies policy and policy changes information</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Fields and responds promptly to inquiries from client, carriers, and Producers</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• May assist with training of other service staff</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Participate in the process of acquiring new business as needed which may include travel to prospective client offices</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Responsible for at least one area of responsibility within marketing team for efficient management and training of all marketing account executives</span><br><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">• Other duties as assigned.</span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">&nbsp;</span></p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL BRING: </strong></span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">• Bachelor’s degree required<br>• Minimum five (5) years’ experience in a commercial agency in client service and/or marketing<br>• Valid Property &amp; Casualty License<br>• Maintain and manage required licensing continuing education requirements<br>• Advanced insurance designation preferred: AAI or CIC<br>• Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight<br>• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations<br>• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis<br>• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency<br>• Excellent written and verbal communication skills<br>• Goal oriented and highly self-motivated and resourceful to achieve results<br>• Ability to work independently, as well as collaboratively in a team environment</span></p> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>COMPENSATION: </strong></span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, 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 style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>WHY EPIC: </strong></span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">EPIC has over 60 offices and 3,000 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Generous Paid Time off</span> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li> </ul> <p style="line-height: 1.1;"><span style="font-size: 12pt; font-family: arial, helvetica, 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: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>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;</em></span></p> <p style="line-height: 1.1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><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></span></p> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-AT1</span></p> <p style="line-height: 1.1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-Hybrid</span></p> <p style="line-height: 1.1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">(3406)</span></p> <p>&nbsp;</p>