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