EPIC Job - 46922205 | CareerArc
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Company: EPIC
Location: Concord, CA
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

Description

**This opportunity is specifically for active-duty U.S. Armed Forces members that are transitioning from service and approved for the DoD SkillBridge Program.

              

An account manager at EPIC Brokers is an individual with a service focused analytical  contributor who thrives on providing knowledge, seeks information to benefit our clients and is an effective communicator. This role will be focused on learning the Property and Casualty Insurance policies/lines within the group as this individual transitions from military service to a civilian role. Candidate will gain strong knowledge of Business Insurance policies and will look to grow our current book of business by cross-selling, marketing current policies, and being point person for producers to send new submissions. This involves assisting in the management of existing clients and internal account teams activities as well as research and support for his new business production efforts. You will complete the P&C license test for their state and gain hand on experience within the organization to transition into a full time career with EPIC Brokers and the insurance brokerage industry. This is a program targeted for six (6) months of training.

 

 

 

Position Responsibilities

 

  • Manage practice's full book of Business Insurance policies
  • Maintain renewal schedule and open items list
  • Collaborate with producers and team
  • Deliver support to sales staff for new applications
  • Pursue opportunities to cross-sell Business Insurance policiesReview current policy terms on existing book of business
  • Manage policy endorsements
  • Strategize with Producer on prioritization of prospects, engagement strategy and execution
  • Strategize with Producer and team on targeting research, analytics and execution
  • Maintain ownership and strategy for social media (LinkedIn) presence, content and engagement
  • Research industries where we perform well, identifying and prioritizing new targets.
  • Coordinate with EPIC resources on written materials for presentations, RFP responses etc. on a tactical and administrative level (print/bind in house and FedEx office when necessary)
  • Responsible for timely, accurate invoicing and monthly expirations
  • Other duties may be assigned

 

 

 

About You

 

Experience Requirements
  • College Degree preferred or equivalent working experience
  • Current active military servicemember seeking a  SkillBridge transition role and available to join program for 4 months minimum and 6 months ideally
  • Willingness to study for and complete successfully the Property and Casualty licensing requirements for the role.
  • Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
  • Proficiency in Salesforce and LinkedIn
  • Required skills
    • Strong written and verbal communication skills, and the ability to form relationships at all levels.
    • Close attention to detail and ability to problem solve utilizing analytical thinking to resolve challenges by making connections in data.
    • Able to take responsibility for own performance and work through issues with composure and resiliency.
    • Able to address conflict openly and objectively in order to reach a solution in a constructive manner.
    • The ability to manage multiple tasks in a fast-paced while delivering high quality results while staying on top of time sensitive tasks.
    • A client-first and flexible attitude, with a focus on solutions and service focus to drive customer loyalty while delivering on commitments.
    • The national average salary for this role is $55,000-65,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.

 

 

The national average salary for this role is $55, 000 - $65 000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

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. An Equal Opportunity/Affirmative Action Employer.


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