SkillBridge Account Manager

About this role

<p><strong>Job Title:</strong> SkillBridge Account Manager</p> <p><strong>Company:</strong> EPIC Brokers</p> <p><strong>Location:</strong> Hybrid (Newport Beach, CA / Alpharetta, GA / Chicago, IL / Carmel, IN / New York, NY / Melville, NY)</p> <p><strong>Duration:</strong> Minimum 120-day/4-month training program</p> <p><strong>Role Overview:</strong></p> <p>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.</p> <p><strong>Responsibilities:</strong></p> <p><strong>Manage Business Insurance Policies:</strong></p> <ul> <li>Oversee the full book of Business Insurance policies.</li> <li>Monitor policy renewals and maintain an organized renewal schedule.</li> <li>Track open items and ensure timely resolution.</li> <li>Ensure timely and accurate invoicing and manage monthly expirations.</li> <li>Manage policy endorsements, cancellations, audits, and notices effectively.</li> </ul> <p><strong>Collaborate and Support:</strong></p> <ul> <li>Work closely with producers and internal teams.</li> <li>Provide support to the sales and service team during renewal marketing.</li> <li>Leverage EPIC resources on written materials for presentations.</li> <li>Research client operations on their websites.</li> </ul> <p><strong>Cross-Sell and Enhance Existing Business:</strong></p> <ul> <li>Assist with pursuing opportunities to cross-sell Business Insurance policies.</li> <li>Review and analyze current policies for existing clients.</li> </ul> <p><strong>Client Relationship Management:</strong></p> <ul> <li>Assist in managing existing client relationships.</li> <li>Coordinate and collaborate with account teams to deliver exceptional service.</li> <li>Research and support new business production efforts.</li> </ul> <p><strong>Hands-On Experience and Licensing:</strong></p> <ul> <li>Complete the Property and Casualty (P&C) or Life and Health license test for your state.</li> <li>Gain practical experience within EPIC Brokers.</li> <li>Use this program as a steppingstone to a rewarding full-time career.</li> </ul> <p><strong>Qualifications:</strong></p> <p><strong>Experience Requirements:</strong></p> <ul> <li><strong>Education:</strong> College degree preferred or equivalent working experience.</li> <li><strong>Military Transition:</strong> Current active military servicemember seeking a SkillBridge transition role, available for a minimum of 4 months (ideally 6 months).</li> <li><strong>Licensing:</strong> Willingness to study for and successfully complete Property and Casualty licensing requirements.</li> <li><strong>Software Proficiency:</strong> Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, and presentation software) preferred.</li> </ul> <p><strong>Required Competencies:</strong></p> <ul> <li><strong>Service Focus:</strong> Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.</li> <li><strong>Information Seeking:</strong> Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.</li> <li><strong>Composure and Resiliency:</strong> Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.</li> <li><strong>Communicating:</strong> Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.</li> <li><strong>Conflict Management:</strong> Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.</li> <li><strong>Analytical Thinking:</strong> Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.</li> <li><strong>Accountability:</strong> Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.</li> <li><strong>Time Management:</strong> Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.</li> </ul> <p><strong>Salary Range:</strong></p> <p>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.</p> <p><strong>Compatible Military…