Commercial Account Manager – Small Business

🕒 Setembro 24

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $28 - $33 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

🚫👨‍🎓 Sem graduação necessária

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

1001 - 5000 funcionários

🛡️ Seguros

🤝 B2B

💼 Consultoria

💰 Seed Round em 2007-01

Insurance • B2B • Consulting

A EPIC Insurance Brokers & Consultants é uma corretora de seguros e consultoria líder que se especializa em fornecer soluções abrangentes de seguro e serviços de gestão de riscos para empresas e indivíduos. Com foco em inovação e atendimento ao cliente, a EPIC aproveita sua expertise para ajudar os clientes a navegar no complexo cenário do seguro e garantir que eles tenham a cobertura certa para suas necessidades. A empresa opera com compromisso com seus valores fundamentais de integridade, excelência e trabalho em equipe, esforçando-se para fornecer um valor excepcional a cada cliente.

Descrição

• Process applications, policies, endorsements, binders, certificates, audits, incoming mail, schedules, and other client-servicing items • Assist clients with policy coverage, exclusions, coverage changes, and related questions • Service client accounts under the oversight of Producers or Account Executives • Research and analyze coverage and policy/contractual issues • Conduct renewals, including exposure analysis, market comparisons, quote evaluation, and premium and commission negotiations • Prepare proposals, presentations, and technical sales support materials • Oversee insurance binder accuracy • Maintain client files and document activity in the Agency Management System • Prepare billing, invoices, and monthly expirations • Establish and maintain client relationships and resolve questions and issues • Determine marketing strategy with the Sales Team, including coverage, target pricing, and marketing decisions • Submit applications with supporting documentation and follow up on quotes and policies • Refer clients to EPIC Employee Benefits and Private Client Departments • Set priorities and manage workflow • Maintain documentation, records, proposals, workflow logs, and manuals • Stay informed about industry information, products, programs, coverages, legislation, and technology • Resolve problems and enhance service in a timely manner • Perform other assigned duties

🎯 Requisitos

• High school diploma or G.E.D. equivalent required; college degree preferred • 2 (two) or more years experience in mid-size brokerage or carrier • Working knowledge of Microsoft Office computer software applications, including word processing, spreadsheets, database, and presentation software • Ability to work in a fast-paced environment and juggle multiple competing tasks and demands • High level of interpersonal skills to handle sensitive and confidential situations • Teamwork, poise, tact, and diplomacy • Fire and Casualty Broker License • Valid Driver License • Full knowledge of Property Casualty lines of coverage and services • Experience with Agency Management Systems and rating procedures • Advanced knowledge of Internet navigation, Windows, Outlook, Word, and Excel • Strong attention to detail and time management abilities • Strong multitasking and prioritization ability • Ability to work effectively independently and in a team environment • Strong written and oral interpersonal communication skills

🏖️ Benefícios

• 22 PTO days starting out for hourly/non-exempt employees • 12 company-observed paid holidays • 4 early-close days • Paid parental leave • Pregnancy disability and bonding leave • Organ donor/bone marrow donor leave • $1,500 employee referral bonus per hired referral • Employee recognition programs and awards • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group • Mentorship Program • Tuition Reimbursement Program • Leadership Development • Pet Insurance • Identity Theft & Fraud Protection Coverage • Legal Planning • Family Planning • Menopause & Midlife Support • 401(k) matching • Medical insurance • Dental insurance • Vision insurance • Wellness and employee assistance programs • EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation

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