Account Manager

Come join our team

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team

JOB OVERVIEW: The Account Manager – Service Center Liaison serves as a critical link between clients, internal teams, and carrier service centers. This role combines traditional account management responsibilities with specialized liaison duties to ensure seamless service delivery, client satisfaction, and operational efficiency.

LOCATION: Carmel, Indiana-Hybrid- 3 days in office

WHAT YOU'LL DO:

Client & Policy Servicing

• Process applications, policies, endorsements, binders, certificates, audits, and other service-related items.

• Assist clients with policy coverage questions, identifying potential gaps and recommending solutions.

• Conduct renewals and retention efforts, collaborating with Producers to present optimal coverage options.

• Maintain accurate client files and documentation in agency systems.
Service Center Liaison Responsibilities

• Act as the primary contact for escalations and inquiries from service centers, clients, and carriers.

• Monitor shared inboxes (e.g., MSSCL, MSM) and route or respond to communications appropriately.

• Coordinate with carrier service centers to resolve issues, provide feedback, and ensure timely processing.

• Track and report on SLA issues by carrier for remediation and improvement.

• Review books of business to ensure accurate coding at both client and policy levels.

• Coordinate re-marketing of non-renewals and manage documentation accordingly.
Marketing & Placement

• Collaborate with the Placement Department and Producers to transition new business.

• Submit renewal applications and follow up on quotes and policies.

• Negotiate premiums and commissions with underwriters and wholesalers.

• Bind and issue policies via carrier platforms.
Communication & Collaboration

• Serve as a liaison between internal teams and external partners to maintain high service standards.

• Communicate process updates, contact changes, and best practices across regions.

• Attend virtual and in-person carrier service center meetings as needed.

• Intake of phone calls from clients that may need additional guidance or troubleshooting service centers

• Communicate any escalated problems to the Department Manager to assist.
Documentation & Compliance

• Ensure all actions, downloads, and tasks are completed and documented in the AMS.

• Follow corporate documentation procedures and maintain up-to-date records.

• Close the loop on all communications and ensure follow-through on all service items.

WHAT YOU'LL BRING:

• High school diploma or GED required; college degree preferred.

• Minimum 2 years of experience in a brokerage or carrier environment.

• Experience with agency management systems and Microsoft Office Suite.
Licenses

• Indiana Property & Casualty License required.

• Valid Driver's License.

• Strong interpersonal and communication skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Detail-oriented with excellent time management.

• Proficient in problem-solving and decision-making.

• Collaborative team player with the ability to work independently.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we're growing It's a great time to join the team and be a part of this growth. We offer:

• 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
• Employee recognition programs 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, 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"

To learn more about EPIC, visit our Careers Page:

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.

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