Commercial Account Manager – Small Business

🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $28 - $33 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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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, 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

🎯 Requirements

• 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

🏖️ Benefits

• 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