Junior Account Executive (1932) Job Listing at EPIC in United States of America (Job ID 7332796002)

Description

JOB SUMMARY:

Assistant Account Executives (AAE) provide high-quality service to our clients.  They work closely with AE's to ensure satisfaction by balancing the quality of service and speed of response.    It is a collaborative effort with a focus toward providing the highest level of service to clients and anticipating their needs.  The role is both client and market facing.  There are specific duties assigned to the AAE for which they will be responsible.  There will also be other projects and tasks that the AAE will work on with the AE.  Opportunity for eventual growth into AE role managing relationship and handling all aspects of accounts independently.

ESSENTIAL FUNCTIONS:

This role is responsible for, although not limited to, the following job duties:

• Assisting the AE with marketing of renewals and new business.  Performing functions related to the account life cycle: pre-renewal, renewal, post renewal, stewardship and visiting client as needed. 
• Submission and Proposals – assistance with preparing submissions for market, loss summaries, coverage comparisons, loss projections, cost comparisons and renewal proposals and presentations.
• Performing Post Binding Activities; including confirmation of coverage to client, invoicing through account receivable collection, file management in network drives and ImageRight, surplus lines filings, updating historical exposure exhibits, updating Summary of Insurance & Dashboard and checking policies for accuracy upon receipt.  Although the TA's will prepare the Certificates of Insurance and Auto ID Cards, the AAE may need to assist when necessary.
• Managing day to day account transactions as needed.  Some areas inlcude;  mail retrieval from Insurer websites & ImageRight, fielding client & insurer inquiries, requesting/following up/tracking endorsement changes, invoicing endorsements & policy audits, maintaining open items listing, updating & tracking Rolling SOV's and coordinating with Accounting Department on billing and any issues.
• Helping maintain various corporate documents on Galway account  –  including Schedule of Policies for Dashboard, Summaries of Insurance, historical exposure exhibits, endorsement tracking, acquisition thresholds etc.
• Working with Galway RM and Team relating to insurance due diligence for acquisitions and projects.
• Working with EPIC team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever Immediately addressing matters impacting customer satisfaction as they arise.
• Developing client and underwriter relationships.

COMPETENCIES REQUIRED:

Customer Service Focus:  Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns.  Responsive and persistent in the follow through on tasks. The ability to multitask and set priorities.  Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Analytical Skills:   Works with a keen focus on details. Ensures the highest quality of accuracy to protect the client's interest as well as that of EPIC.

Active Listening:  Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others' messages.  Asks clarifying questions to ensure understanding.

Initiating Action: Self-starter and frequently takes a lead role in gaining knowledge of accounts and process.  Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues.  This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions.

Relationship Building:  Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts.

Influence and Persuasion:  Demonstrates ability to use appropriate interpersonal styles and communication methods to convince, influence and impress others to gain an understanding of our clients and to establish credibility to sustain the respect of others.

Achievement Motivation and Perseverance:  Demonstrates a determination to achieve ever-increasing levels of performance.  Sets high standards and challenging goals for clients, colleagues and themselves and colleagues.  Maintains a constant focus on exceeding objectives for both the client and EPIC.

Composure and Resilience:  Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity.  Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.

QUALIFICATIONS:

• 5+ years brokerage experience preferable
• General knowledge of General Liability, Workers' Compensation, Automobile, Property, Crime, Inland Marine, and Professional Liability and mangement related lines of business.
• Strong organizational skills and attention to detail
• Strong communication and presentation skills
• Strong analytical and problem-solving skills
• Strong computer skills including MS office suite, Excel and PowerPoint. Experience on Vision or Applied systems preferred.   Experience with Sagitta System is a plus.

EDUCATIONAL REQUIREMENTS:

• College degree in Insurance or related field preferred
• New Jersey or New York P&C license

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

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