Commercial Account Manager – Small Commercial

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

📋 Description

• Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and various client service items.

• Assist clients with inquiries regarding policy coverage and identify any coverage gaps or additional requirements.

• Collaborate with Producers to meet client service demands.

• Renew and retain assigned accounts, overseeing the renewal processes.

• Provide clients with alternative coverage options.

• Maintain client files while offering office and administrative support.

• Cultivate carrier relationships and stay updated on industry and carrier changes.

• Build and uphold client trust through consistent communication and prompt resolution of issues.

• Document activities and adhere to quality and timeliness standards within the Agency Management System.

• Inform and educate clients regarding coverage, modifications, exclusions, and insurance necessities.

• Collaborate with the Placement Department and Producers to facilitate the transition of new business.

• Submit renewal applications along with necessary documentation, following up on quotes and policies.

• Enter policy details into carrier websites for quoting options as necessary.

• Negotiate premiums and commissions with underwriters and wholesalers.

• Present quote options to clients and Producers.

• Bind and issue policies or request policies from underwriters.

• Prioritize tasks and manage workflow for effective and accurate processing.

• Maintain up-to-date client records, workflow tasks, manuals, and required documentation.

• Address problems and enhance service in a timely manner.

• Keep informed about industry trends, products, coverages, legislation, and technology.

⛳️ Requirements

• High school diploma or GED equivalent is mandatory; a college degree is preferred.

• At least two years of experience in a mid-sized brokerage or carrier environment.

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

• Familiarity with Agency Management Systems, rating procedures, coverages, and industry operations.

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

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

• California Property & Casualty License is required.

• Valid driver's license.

• Ability to travel independently to client locations; some air travel may be necessary.

• Capability to thrive in a fast-paced environment while managing multiple competing tasks.

• Strong attention to detail and effective time management skills.

• Excellent interpersonal communication skills, both written and verbal.

• Ability to work efficiently both independently and as part of a team.

• Competence in logically analyzing situations and drawing sound conclusions.

• Ability to work productively with or without direct supervision.

🏝️ Benefits

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

• 12 paid holidays recognized by the company.

• 4 early-close days throughout the year.

• Managed PTO policy for salaried/exempt employees without accrual or cap limits.

• Paid parental leave.

• Leave for pregnancy disability and bonding.

• Organ donor and bone marrow donor leave.

• $1,500 referral bonus for each hired referral.

• Employee recognition programs, awards, and incentive trips.

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

• Mentorship Program available.

• Tuition Reimbursement Program offered.

• Opportunities for Leadership Development.

• Pet Insurance available.

• Coverage for Identity Theft & Fraud Protection.

• Legal Planning services offered.

• Family Planning support available.

• Menopause & Midlife Support programs.

• 401(k) matching contributions.

• Comprehensive medical insurance.

• Dental insurance provided.

• Vision insurance included.

• Wellness and employee assistance programs offered.

• 50/50 work culture that fosters collaboration, teamwork, and inclusion.

• Commitment to charitable initiatives through EPIC Gives Back, including Donation Connection, Employee Assistance Fund, and People First Foundation.