Commercial Entertainment Account Executive

Role Overview

• Manage the marketing activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking policy renewals utilizing marketing sheets
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Sagitta.
• Scan and maintain documents, policies and correspondence.
• Manage day to day account transactions including additions, deletions of vehicles, acquisitions.
• Support administration of program adjustments including dividend and audit adjustments.
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
• Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff.
• Working with Frenkel team members to execute all renewals in a timely manner.
• Generation of accurate renewal submission, proposals.
• Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
• Seek out new business through referrals, cross-selling and account rounding
• Mentor and assist junior staff

Requirements

• Minimum of eight years of insurance brokerage or insurance carrier experience.
• Strong computer skills including MS office suite, Excel and PowerPoint.
• Must be detail oriented.
• Must have excellent organization and time management skills.

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
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our 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”