Commercial Account Manager – Small Commercial

🕒 il y a 1 mois

🏄 California – Distant

🏄 California – Remote

💵 $39 - $44 / heure

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

🚫👨‍🎓 Aucun diplôme requis

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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EPIC Insurance Brokers & Consultants

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1001 - 5000 employés

🛡️ Assurance

🤝 B2B

💼 Conseil

💰 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

• Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other client-servicing items • Assist clients with policy coverage questions and identify coverage gaps or additional needs • Work with Producers to address client service needs • Renew and retain assigned accounts and conduct renewal processes • Provide clients with additional coverage options • Maintain client files and provide office/administrative support • Maintain carrier relationships and monitor carrier and industry changes • Establish and maintain client trust through regular contact and prompt issue resolution • Document activities and meet quality and timeliness standards in the Agency Management System • Inform and educate clients about coverage, changes, exclusions, and insurance needs • Work with the Placement Department and Producers to transition new business • Submit renewal applications and supporting documentation and follow up on quotes and policies • Enter policy information into carrier websites for quote options when needed • Negotiate premiums and commissions with underwriters and wholesalers • Present quote options to clients and Producers • Bind and issue policies or order policies from underwriters • Set priorities and manage workflow for efficient, accurate processing • Maintain current client records, workflow tasks, manuals, and required documentation • Resolve problems and enhance service in a timely manner • Stay informed about industry trends, products, coverages, legislation, and technology

🎯 Exigences

• High school diploma or GED equivalent required; college degree preferred • Two or more years of experience in a mid-size brokerage or carrier • Full knowledge of Property Casualty lines of coverage and services • Experience with Agency Management Systems, rating procedures, coverages, and industry operations • Working knowledge of Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software • Advanced knowledge of Windows, Outlook, Word, and Excel • California Property & Casualty License • Valid driver's license • Ability to travel independently to clients; some air travel may be required • Ability to work in a fast-paced environment and manage multiple competing tasks • Strong attention to detail and time management abilities • Strong interpersonal communication skills, written and oral • Ability to work effectively independently and in a team environment • Ability to analyze situations logically and draw solid conclusions • Ability to work efficiently with or without direct supervision

🏖️ Avantages

• 22 PTO days starting out for hourly/non-exempt employees • 12 company-observed paid holidays • 4 early-close days • Managed PTO for salaried/exempt employees without accruals or caps • 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, awards, and trips • 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 • 50/50 work culture supporting collaboration, teamwork, and inclusion • EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation

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