Epic Brokers

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.

ABOUT THE JOB

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.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.

RESPONSIBILITIES

• Manage Business Insurance Policies: Oversee the full book of Business Insurance policies, monitor policy renewals, maintain an organized renewal schedule, track open items, ensure timely resolution, ensure timely and accurate invoicing, manage monthly expirations, and 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, and research client operations on their websites.
• Cross-Sell and Enhance Existing Business: Assist with pursuing opportunities to cross-sell Business Insurance policies and review and analyze current policies for existing clients.
• Client Relationship Management: Assist in managing existing client relationships and coordinate and collaborate with account teams to deliver exceptional service, and 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 and gain practical experience within EPIC Brokers.

QUALIFICATIONS

• 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, Information Seeking, Composure and Resiliency, Communicating, Conflict Management, Analytical Thinking, Accountability, Time Management.

TARGET MOCS

All MOCs

BENEFITS

• 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.

OTHER

N/A