Marketing Account Manager
| Company | EPIC Insurance Brokers & Consultants |
|---|---|
| Location | Elkhart, IN, USA, Carmel, IN, USA, Franklin, IN, USA, Evansville, IN, USA, Fort Wayne, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Advanced insurance designation required or willing to obtain AAI or CIC
- Bachelor’s Degree or equivalent work experience
- Strong commercial insurance background required
- Previous insurance experience with a minimum of ten years
- Valid Indiana Property & Casualty insurance license or obtain within 90 days of hire
- Excellent written and verbal communication skills are critical
- High level ability to review and understand financial reports. Possess above average mathematical skills
- Mastery of Microsoft Office products, especially Word, Excel, and PowerPoint
- Intimate knowledge and understanding of the Independent Agency marketplace
- Deep understanding of insurance coverage and the placement and risk transfer process
- Collaborative approach to achieving results – team focused
- Professional presence, outgoing, and sociable with the ability to develop, build, and enhance EPIC’s carrier relationships
- Ability to perform at a consistently high level in a fast-paced, dynamic environment with potentially wildly fluctuating workloads and compressed timelines
- Competitive with a strong desire to win business
- Organized with the ability to quickly prioritize and change direction when necessary
- Task and detail oriented but strategic in approach
- Sense of urgency and deadline focused
Responsibilities
- Collaborate with producers during the information gathering process
- Coach them on required information and helps build solid underwriting cases
- Market new and renewal business to insurance carriers
- Using producer provided information, completes questionnaires, Accord applications, supplemental applications, narratives, etc. which are all necessary information required to obtain pricing, terms, and conditions
- Review and summarizes carrier quote responses and works with producer to choose the best option for the client
- Request issuance of coverage from carrier incorporating changes obtained at time of proposal
- Stay educated on current on carrier business appetites and opportunities
- Cultivate and builds strong carrier and wholesaler relationships
- Serve as a resource to the client services team client services and production teams
- Drive and follows all established agency procedures, workflows and timelines
- Other duties and projects as assigned
Preferred Qualifications
- Previous Agency Management systems experience a plus, Vertafore/Sagitta preferred
- Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred