Commercial Account Manager – Small Business

This is a fully remote position, open to applicants in New York.

📋 Description

• Handles applications, policies, endorsements, binders, certificates, audit requests, and other client servicing items during non-renewal periods.

• Provides assistance to clients regarding policy coverage, exclusions, and related inquiries while supporting Producers in client servicing.

• Manages client accounts under the supervision of Producers or Account Executives, which includes conducting research and addressing client inquiries about coverage and other policy-related issues. Makes routine adjustments to policies.

• Oversees the renewal process with guidance from Producers or Account Executives, involving exposure analysis for clients (such as reviewing census/experience data and contractual insurance requirements), strategizing with the Producer/Account Executive and the client on marketing decisions, performing market comparisons by analyzing insurance rates and renewal data, obtaining and assessing quotes, negotiating premiums and commission rates on behalf of clients for optimal alternatives (with full authority from EPIC), preparing proposals, and ensuring the accuracy of insurance binders.

• Supports Producers and, if necessary, Account Executives by preparing presentations and proposals, and participating in meetings with potential clients as part of the team.

• Keeps client files organized in the appropriate systems, prepares billing, and provides standard office and administrative support.

• Consistently builds and maintains high levels of trust and confidence with clients by initiating introductions, maintaining periodic contact, and promptly addressing and resolving client inquiries and issues.

• Processes all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to client policies in a timely and accurate manner.

• Educates clients about policy coverage, changes, exclusions, and their insurance coverage needs.

• Aids clients in making coverage modifications.

• Ensures timely and accurate invoicing and manages monthly expirations.

• Meets all quality and timeliness standards in the Agency Management System while accurately documenting all activities.

• Additional duties may be assigned.

⛳️ Requirements

• A high school diploma or G.E.D. equivalent is required; a college degree is preferred.

• A minimum of 2 (two) years of experience in a mid-sized brokerage or carrier is required.

• Proficiency in various Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software, is essential.

• Must be capable of thriving in a fast-paced environment with the demonstrated ability to manage multiple competing tasks and demands.

• A high level of interpersonal skills is necessary to handle sensitive and confidential situations. The position requires continuous teamwork, poise, tact, and diplomacy.

🏝️ Benefits

• Generous Paid Time Off.

• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days for hourly/non-exempt employees starting out; 12 company-observed paid holidays; 4 early-close days.

• Flexible leave options, including Paid Parental Leave, Pregnancy Disability and Bonding Leave, and Organ Donor/Bone Marrow Donor Leave.

• A generous employee referral bonus program of $1,500 for each hired referral.

• Employee recognition programs for demonstrating EPIC’s values, along with additional employee recognition awards and programs (including trips!).

• Employee Resource Groups: Women’s Coalition and EPIC Veterans Group.

• Professional growth and development opportunities: Mentorship Program, Tuition Reimbursement Program, Leadership Development.

• Unique benefits include Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.

• Additional benefits encompass (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

• A 50/50 Work Culture: EPIC promotes a balanced culture between producers and other business functions, fostering collaboration, teamwork, and an inclusive work environment. Both production and service are essential to being EPIC!

• EPIC Gives Back – Engages in charitable initiatives such as Donation Connection, Employee Assistance Fund, and People First Foundation.

• Recognized as one of the top 10 property/casualty agencies according to “Insurance Journal.”