Account Manager

As an Account Manager at EPIC Insurance Brokers & Consultants, you'll be the primary point of contact for small business clients, handling all their needs and managing relationships effectively. This includes responding promptly to inquiries, maintaining documentation, processing renewals and claims, and providing proactive solutions. You'll also need to assess client exposures and recommend appropriate products, making sure everything is in compliance with agency guidelines.

To qualify for the Account Manager position at EPIC Insurance Brokers & Consultants, you should have at least three years of prior commercial insurance experience and a broker’s license. A college degree is preferred, but relevant experience can be an alternative. Strong communication skills and the ability to resolve client issues diplomatically are essential, along with being proficient in Microsoft Office and maintaining a customer-focused mindset.

Yes, the Account Manager role at EPIC Insurance Brokers & Consultants is a remote position, allowing you the flexibility to work from anywhere in the U.S. However, candidates are preferred to work within the Eastern Standard Time zone to maintain team collaboration and client service efficiency.

EPIC Insurance Brokers & Consultants places a strong emphasis on professional development for its employees. As an Account Manager, you'll have access to mentorship programs, tuition reimbursement, and leadership development initiatives. This encourages continuous learning and career advancement in the dynamic insurance industry, helping you grow your expertise and advance your career.

The compensation for the Account Manager position at EPIC Insurance Brokers & Consultants is competitive, with an hourly rate between $30.77 and $33.34, based on experience and qualifications. Additional benefits may include bonuses, paid time off, medical insurance, and various unique benefits that focus on well-being and work-life balance.

In the role of an Account Manager, effective prioritization is key to ensuring all client needs are met timely. I usually start by assessing the urgency and complexity of each task, focusing first on high-impact activities that affect client satisfaction. Using a system to track deadlines and remaining flexible is crucial, allowing me to respond quickly to any unforeseen issues that may arise.

Absolutely! In my previous role, a client was concerned about a claim denial. I took the initiative to investigate the issue thoroughly, communicating regularly with the client for updates. By collaborating with our claims department and advocating for the client's case, I was able to overturn the denial, which not only satisfied the client but also strengthened our working relationship.

Building rapport is all about genuine connections. I focus on active listening to understand clients’ needs and concerns fundamentally. Regular interactions, follow-ups, and personalized recommendations help as well. I find common ground, such as shared interests or backgrounds, which fosters a trusting relationship over time.

I prioritize organization and utilize digital tools to keep thorough records. By documenting interactions immediately in our management system, I ensure all information remains accurate and up-to-date. Regular audits of documentation help me maintain consistency and accuracy, which is crucial for compliance and client trust.

When recommending products, I focus on understanding the client's unique circumstances and exposures. I ask questions to gather information and provide tailored solutions that align with their needs. It’s important to convey value and benefits clearly, so clients feel confident in their choices.

If a client expresses dissatisfaction, I would first listen to their concerns without interruption. Understanding their perspective is crucial. I would then analyze their situation, explore alternative options that better meet their needs, and work collaboratively to find a suitable solution, maintaining open communication throughout the process.

I believe the most important quality is a proactive mindset. An effective Account Manager should anticipate client needs, respond quickly to inquiries, and be resourceful in providing solutions. Coupled with strong communication skills, this quality can enhance client relationships and drive results for both the clients and the agency.

To stay updated on industry trends, I regularly read industry publications, attend webinars, and participate in professional organizations. Networking with peers in the insurance field also provides valuable insights. Continuous learning is vital in such a rapidly evolving landscape, and it helps me provide better service to our clients.

One significant challenge I faced was adapting to a new management system that many staff struggled with. I volunteered to become a point person for support and took the initiative to learn the system thoroughly. By creating helpful guides and conducting training sessions for the team, we significantly improved our proficiency and efficiency.

I am drawn to EPIC Insurance Brokers & Consultants because of its strong values and culture of growth. The emphasis on teamwork and innovation resonates with me. I see tremendous potential for my career development here, especially within an organization that's committed to making a positive impact while also fostering diversity and inclusion.