Commercial Account Manager – Small Business

🕒 October 23

🇺🇸 United States – Remote

💵 $28 - $33 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 23 days.
• Jobs at this company usually fill in 33 days.
• Reposted once.

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Process applications, policies, endorsements, binders, certificates, audit requests, 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, including researching and analyzing coverage and contractual issues • Conduct renewal processes, including exposure analysis, market comparisons, quote evaluation, premium and commission negotiations, proposal preparation, and binder accuracy oversight • Support Producers and Account Executives by preparing presentations and proposals and participating in prospective-client meetings • Maintain client files in appropriate systems and provide billing and administrative support • Establish and maintain client trust through introductions, periodic contact, and prompt issue resolution • Prepare timely and accurate invoicing and monthly expirations • Meet quality and timeliness standards in the Agency Management System and document all activity • 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 • Negotiate premiums and commissions with underwriters and wholesalers • Provide technical support in the sales process and refer clients to Employee Benefits and Private Client Departments • Manage personal workflow, priorities, documentation, and records • Maintain effective relationships with clients, coworkers, carriers, wholesalers, vendors, and other business contacts • Stay informed about industry information, products, coverages, legislation, and technology • Resolve problems and enhance service in a timely manner

🎯 Requirements

• High school diploma or G.E.D. equivalent required; college degree preferred • 2 or more years of experience in a mid-size brokerage or carrier • Working knowledge of Microsoft Office 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, rating procedures, coverages, and industry operations • Advanced knowledge of the Internet and Microsoft Windows, Outlook, Word, and Excel • Strong attention to detail and time management abilities • Strong ability to multitask and assign priority • Ability to work effectively with and without direct supervision • Ability to work effectively in a team environment and independently • Strong written and oral interpersonal communication skills

🏖️ Benefits

• Generous paid time off: 22 PTO days starting out for hourly/non-exempt employees, 12 company-observed paid holidays, and 4 early-close days • Paid parental leave, pregnancy disability and bonding leave, and 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 and 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 an inclusive work environment • EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation

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