EPIC Brokers
SkillBridge Account Manager
- Compensation
- $45K–$60K / yr
- Location
- 1140 Avenue of the Americas 8th Floor, New York, NY 10036; 11711 North Meridan St, 7th Fl, Carmel, IN 46032; 3780 Mansell Road, Ste 370, Alpharetta, GA 30022; 40 Marcus Drive 3rd Floor, Melville, NY 11747; 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660; Z - 311 South Wacker Dr Suite 3280, Chicago, IL 60606
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Full time
- Experience
- Not specified
- Category
- Sales
- Posted
Must have
- Education: College degree preferred or equivalent working experience.
- Military Transition: Current active military servicemember seeking a SkillBridge transition role, available for a minimum of 4 months (ideally 6 months).
- Licensing: Willingness to study for and successfully complete Property and Casualty licensing requirements.
- Software Proficiency: Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, and presentation software) preferred.
- Service Focus: Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.
- Information Seeking: Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.
- Composure and Resiliency: Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.
- Communicating: Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.
- Conflict Management: Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.
- Analytical Thinking: Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.
- Accountability: Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.
- Time Management: Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.
Full description
Job Title: SkillBridge Account Manager
Company: EPIC Brokers
Location: Hybrid (Newport Beach, CA / Alpharetta, GA / Chicago, IL / Carmel, IN / New York, NY / Melville, NY)
Duration: Minimum 120-day/4-month training program
Role Overview:
As a SkillBridge Account Manager at EPIC Brokers, you will train for a pivotal role, focusing on learning and understanding Property and Casualty or Employee Benefits Insurance policies. This role is designed to help you transition from military service to a civilian career. You’ll gain expertise in business insurance policies, processes, and procedures to support current clients and contribute to expanding our book of business through cross-selling, marketing, and efficient client communication.
Responsibilities:Manage Business Insurance Policies:
- Oversee the full book of Business Insurance policies.
- Monitor policy renewals and maintain an organized renewal schedule.
- Track open items and ensure timely resolution.
- Ensure timely and accurate invoicing and manage monthly expirations.
- Manage policy endorsements, cancellations, audits, and notices effectively.
Collaborate and Support:
- Work closely with producers and internal teams.
- Provide support to the sales and service team during renewal marketing.
- Leverage EPIC resources on written materials for presentations.
- Research client operations on their websites.
Cross-Sell and Enhance Existing Business:
- Assist with pursuing opportunities to cross-sell Business Insurance policies.
- Review and analyze current policies for existing clients.
Client Relationship Management:
- Assist in managing existing client relationships.
- Coordinate and collaborate with account teams to deliver exceptional service.
- Research and support new business production efforts.
Hands-On Experience and Licensing:
- Complete the Property and Casualty (P&C) or Life and Health license test for your state.
- Gain practical experience within EPIC Brokers.
- Use this program as a steppingstone to a rewarding full-time career.
Qualifications:Experience Requirements:
- Education: College degree preferred or equivalent working experience.