Job Title: SkillBridge Account Manager

Company: EPIC Brokers

Location: Hybrid (Dallas, TX)

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.
• 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 $55,000-$65,000 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.

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.