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Commercial Account Manager-Small Business

3 weeks, 3 days ago
United States
Full-time
Junior
Account Manager
Customer and Technical Support
Apply Now
EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a retail insurance brokerage and consulting firm that specializes in providing innovative property and casualty, as well as employee benefits solutions, to a diverse range of commercial and personal clients acros...

Insurance
1K-5K
Founded 2007
View All Jobs 13

Description

  • Process applications, policies, endorsements, binders, certificates, audits, and related client servicing items accurately and on time.
  • Assist clients with policy coverage, exclusions, coverage changes, and other insurance-related questions.
  • Service client accounts under the oversight of Producers or Account Executives, including research, analysis, and routine policy adjustments.
  • Manage the renewal process, including exposure analysis, market comparisons, quote evaluation, proposal preparation, and binder review.
  • Negotiate premium and commission rates with underwriters and wholesalers on behalf of clients and EPIC.
  • Prepare presentations, proposals, and other technical support materials for producers, account executives, and sales meetings.
  • Maintain client files, billing, workflow logs, and documentation in the agency management system.
  • Provide prompt responses to client issues and maintain strong relationships with clients, carriers, wholesalers, vendors, and coworkers.
  • Support the sales team by determining marketing strategy, submitting applications with supporting documentation, and following up on quotes and policies.
  • Work efficiently in a fast-paced environment while prioritizing tasks, resolving problems, and delivering timely service.

Requirements

  • High school diploma or GED required; college degree preferred.
  • 2+ years of experience in a mid-size brokerage or carrier.
  • Fire and Casualty Broker License required.
  • Full knowledge of property and casualty lines of coverage and services.
  • Working knowledge of Microsoft Office applications, including Word, Excel, Outlook, Windows, spreadsheets, database, and presentation software.
  • Experience with agency management systems, rating procedures, coverages, and industry operations.
  • Ability to work remote from the U.S. during Pacific Time Zone working hours.
  • Ability to handle multiple competing tasks in a fast-paced environment.
  • Strong interpersonal, written, and oral communication skills.
  • High level of poise, tact, diplomacy, attention to detail, and time management skills.

Benefits

  • Hourly pay range of $39.00-$44.33, exclusive of bonuses and benefits.
  • Generous paid time off, including 22 PTO days for hourly/non-exempt employees, 12 company holidays, and 4 early-close days.
  • Paid parental leave and additional leave options for pregnancy disability, bonding, and donor leave.
  • 401(k) matching plus medical, dental, and vision insurance.
  • Wellness and employee assistance programs.
  • Professional development support through mentorship, tuition reimbursement, and leadership development.
  • Employee referral bonus program of $1,500 per hired referral.
  • Additional perks including pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.

Interested in this position?

Apply directly on the company website

Apply Now

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