Commercial Account Manager – Small Business

🕒 il y a 27 jours

🏄 California – Distant

🏄 California – Remote

💵 $38 - $41 / heure

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

🚫👨‍🎓 Aucun diplôme requis

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

EPIC Insurance Brokers & Consultants

Site WebLinkedInTous les Emplois

1001 - 5000 employés

🤝 B2B

💰 Seed Round en 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants est un cabinet de courtage et de conseil en assurances de premier plan, spécialisé dans la fourniture de solutions d'assurance complètes et de services de gestion des risques aux entreprises et aux particuliers. Avec un accent sur l'innovation et le service client, EPIC met à profit son expertise pour aider ses clients à naviguer dans le paysage complexe de l'assurance et s'assurer qu'ils disposent de la couverture appropriée à leurs besoins. Le cabinet opère avec un engagement envers ses valeurs fondamentales d'intégrité, d'excellence et de travail d'équipe, en s'efforçant d'offrir une valeur exceptionnelle à chaque client.

Description

• Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients! • 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.

🎯 Exigences

• High school diploma or G.E.D. equivalent required. College degree preferred. • 2 (two) or more years experience in mid-size brokerage or carrier. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

🏖️ Avantages

• Generous Paid Time off • 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”