Commercial Account Manager – Small Commercial

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $39 - $44 / 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, 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

🎯 Requirements

• 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

🏖️ Benefits

• 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