• Manage an assigned book of business, ensuring account retention and supporting new business. • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. • Maintain technical competence and industry expertise. • Direct daily activities of the account management team. • Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Manage policy expirations and renewals. • Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Monitor reports and take action on delinquent accounts, collecting outstanding balances. • Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Monitor and maintain activity/suspense to ensure timely completion. • Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Stay updated on company policies and procedures. • Seek and adopt best practices to improve individual and team performance. • Demonstrate integrity and leadership.

• Manage an assigned book of business, ensuring account retention and supporting new business. • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. • Maintain technical competence and industry expertise. • Direct daily activities of the account management team. • Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Manage policy expirations and renewals. • Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Monitor reports and take action on delinquent accounts, collecting outstanding balances. • Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Monitor and maintain activity/suspense to ensure timely completion. • Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Stay updated on company policies and procedures. • Seek and adopt best practices to improve individual and team performance. • Demonstrate integrity and leadership.

Role Description The National Account Manager is responsible for managing and growing relationships with national and regional retail partners. This role drives revenue through strategic account planning, retail execution, promotional programs, and collaboration with internal teams to maximize sell-in and sell-through performance. - Manage and grow assigned national and regional retail accounts, including big-box and specialty retailers - Develop and execute strategic account plans aligned with retailer objectives and company growth goals - Own retail line reviews, assortment planning, and product launches - Negotiate pricing, promotions, programs, and contracts with retail partners - Partner with retailers to drive sell-through, margin performance, and category growth - Collaborate cross-functionally with marketing, demand planning, operations, and customer service teams - Forecast sales, manage budgets, and track performance against KPIs - Analyze POS data, market trends, and competitive activity to identify growth opportunities - Ensure accurate execution of promotions, merchandising, and in-store initiatives - Serve as the primary point of contact for retailer buyers and category managers - Travel as needed to retailer headquarters, line reviews, and trade shows Qualifications - Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience) - 5+ years of experience in retail sales, national account management, or consumer products sales - Proven success selling to retailers (big-box, mass, grocery, specialty, or omni-channel) - Strong understanding of retail dynamics, including margins, promotions, and assortment strategies - Excellent negotiation, presentation, and relationship-building skills - Experience using CRM systems, Excel, and sales analytics tools - Ability to travel nationally as required Physical Demands - Long periods of work that primarily involve sitting. - Light work that includes moving objects up to 20 pounds.

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. • Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. • Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. • Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. • Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. • Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support. • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. • Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. • Assist clients in making coverage changes • Responsible for timely, accurate invoicing and monthly expirations. • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. • Other duties may be assigned.