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.

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.

Salary Range

The national average salary for this role is $45,000-$60,000 in base pay (exclusive of bonuses or benefits). The actual base pay offered will be determined based on your experience, certifications, education, and market data.

Compatible Military Experience

• Customer Service Representatives
• Operations Managers
• Analysts
• Project Managers
• Recruiters
• Training
• First Sergeants
• Program Managers
• Human Resources

Note: EPIC Brokers is committed to diversity and inclusion. We encourage applications from all qualified candidates.