Commercial Account Manager – Small Business

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the processing of applications, policies, endorsements, binders, certificates, audits, incoming mail, schedules, and various client service tasks.

• Provide assistance to clients regarding policy coverage, exclusions, changes in coverage, and other related inquiries.

• Support client accounts under the guidance of Producers or Account Executives.

• Conduct research and analyze issues related to coverage and policy/contractual matters.

• Handle renewals, which include exposure analysis, market comparisons, quote assessments, and negotiations on premiums and commissions.

• Create proposals, presentations, and technical sales support documents.

• Ensure accuracy of insurance binders.

• Keep client files organized and document activities in the Agency Management System.

• Prepare billing statements, invoices, and track monthly expirations.

• Build and maintain client relationships while addressing questions and concerns.

• Collaborate with the Sales Team to determine marketing strategies, including coverage, target pricing, and marketing decisions.

• Submit applications with necessary documentation and follow up on quotes and policies.

• Refer clients to the EPIC Employee Benefits and Private Client Departments as needed.

• Prioritize tasks and manage workflow effectively.

• Maintain thorough documentation, records, proposals, workflow logs, and manuals.

• Stay updated on industry developments, products, programs, coverages, legislation, and technological advancements.

• Address problems and improve service delivery promptly.

• Perform additional assigned responsibilities.

⛳️ Requirements

• 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-size brokerage or carrier setting.

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

• Ability to thrive in a fast-paced environment and manage multiple competing tasks and demands.

• High level of interpersonal skills to navigate sensitive and confidential situations.

• Demonstrated teamwork, poise, tact, and diplomacy.

• Current Fire and Casualty Broker License.

• Valid Driver's License.

• Comprehensive knowledge of Property Casualty lines of coverage and services.

• Familiarity with Agency Management Systems and rating procedures.

• Advanced skills in Internet navigation, Windows, Outlook, Word, and Excel.

• Strong attention to detail and effective time management skills.

• Excellent multitasking and prioritization capabilities.

• Ability to work independently as well as collaboratively in a team environment.

• Proficient written and verbal interpersonal communication skills.

🏝️ Benefits

• 22 PTO days available for hourly/non-exempt employees from the start.

• 12 paid holidays recognized by the company.

• 4 early-close days throughout the year.

• Paid parental leave offered.

• Pregnancy disability and bonding leave provided.

• Leave for organ donors and bone marrow donors.

• Employee referral bonus of $1,500 for each successful hire.

• Various employee recognition programs and awards.

• Access to Employee Resource Groups such as the Women’s Coalition and EPIC Veterans Group.

• Mentorship Program available for professional development.

• Tuition Reimbursement Program to support educational advancement.

• Leadership Development opportunities offered.

• Pet Insurance available.

• Coverage for Identity Theft & Fraud Protection.

• Legal Planning services provided.

• Family Planning assistance available.

• Support for Menopause & Midlife issues.

• 401(k) matching contributions.

• Medical insurance coverage.

• Dental insurance offered.

• Vision insurance available.

• Wellness and employee assistance programs provided.

• Participation in EPIC Gives Back charitable initiatives, including Donation Connection, Employee Assistance Fund, and People First Foundation.