EPIC Brokers
Overview
125 S Wacker Dr, Suite 3150, Chicago, IL 60606 Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We are driven by capable, committed people who share common beliefs and values and pursue excellence every day. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. Our growth is supported by our growth-minded team members. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. LOCATION:
Carmel, IN, Evansville, IN - Hybrid 3 days a week
WHAT YOU’LL DO
The Personal Lines Account Manager has a primary responsibility for providing superior customer service to clients and carriers. Our first objective is to retain existing clients. Field and respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. View every client contact as an opportunity to give our clients another reason to keep their insurance with us. Review exposures, loss experience, and current coverage. Provide proactive solutions and recommend appropriate products. Follow department protocol for taking the next call in the queue, return calls promptly, and set clear expectations with the client. Document all communication with clients and carriers in a prompt manner. Records must reflect the most current status at all times. Look for new sales opportunities by cross selling and upselling coverage. Develop a strong working knowledge of our carrier websites and utilize the sites to secure accurate and timely information for our clients. Strive to resolve all inquiries on the first phone call. Deliver complete and accurate account reviews according to procedures. Remarket accounts according to agency guidelines. Confirm that the client’s current program is the best option and if warranted, provide other options to the client. Assume ownership of customer concerns and feedback until the resolution is successfully accomplished. Utilize good judgment. Escalate problems to management as needed. Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. Work as a team with your co-workers, producers, and department managers. Contribute to the team effort by openly sharing insurance knowledge with other employees. Take on additional responsibilities. Manage projects as directed by supervisors and managers.
WHAT YOU’LL BRING
Attained or in pursuit of a broker’s license in state hired. Excellent organizational, communication, technology, and time management skills Excellent diplomacy skills to resolve client issues. Strong customer service skills with an ability to assess coverage needs. College graduate or experience equivalent. Possession and maintenance of a broker’s license in state hired.
COMPENSATION
Compensation:
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 EPIC
Why EPIC:
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.
Benefits
Generous Paid Time off 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 Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include: 401(k) matching, medical, dental, vision, and wellness & employee assistance programs 50/50 Work Culture: collaboration between producers and the rest of the business EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to Insurance Journal
EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. #LI-SG1 #LI-Hybrid
#J-18808-Ljbffr
125 S Wacker Dr, Suite 3150, Chicago, IL 60606 Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We are driven by capable, committed people who share common beliefs and values and pursue excellence every day. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. Our growth is supported by our growth-minded team members. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. LOCATION:
Carmel, IN, Evansville, IN - Hybrid 3 days a week
WHAT YOU’LL DO
The Personal Lines Account Manager has a primary responsibility for providing superior customer service to clients and carriers. Our first objective is to retain existing clients. Field and respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. View every client contact as an opportunity to give our clients another reason to keep their insurance with us. Review exposures, loss experience, and current coverage. Provide proactive solutions and recommend appropriate products. Follow department protocol for taking the next call in the queue, return calls promptly, and set clear expectations with the client. Document all communication with clients and carriers in a prompt manner. Records must reflect the most current status at all times. Look for new sales opportunities by cross selling and upselling coverage. Develop a strong working knowledge of our carrier websites and utilize the sites to secure accurate and timely information for our clients. Strive to resolve all inquiries on the first phone call. Deliver complete and accurate account reviews according to procedures. Remarket accounts according to agency guidelines. Confirm that the client’s current program is the best option and if warranted, provide other options to the client. Assume ownership of customer concerns and feedback until the resolution is successfully accomplished. Utilize good judgment. Escalate problems to management as needed. Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. Work as a team with your co-workers, producers, and department managers. Contribute to the team effort by openly sharing insurance knowledge with other employees. Take on additional responsibilities. Manage projects as directed by supervisors and managers.
WHAT YOU’LL BRING
Attained or in pursuit of a broker’s license in state hired. Excellent organizational, communication, technology, and time management skills Excellent diplomacy skills to resolve client issues. Strong customer service skills with an ability to assess coverage needs. College graduate or experience equivalent. Possession and maintenance of a broker’s license in state hired.
COMPENSATION
Compensation:
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 EPIC
Why EPIC:
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.
Benefits
Generous Paid Time off 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 Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include: 401(k) matching, medical, dental, vision, and wellness & employee assistance programs 50/50 Work Culture: collaboration between producers and the rest of the business EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to Insurance Journal
EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. #LI-SG1 #LI-Hybrid
#J-18808-Ljbffr