SkillBridge Account Manager

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.
• 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.

Required Competencies:

• 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.
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