Commercial Account Manager - Small Commercial

The role

This person will process applications, policies, and endorsements while assisting clients with coverage questions. They will also manage renewals, negotiate premiums with underwriters, and maintain client files.

What you will do

• Processes applications, policies, endorsements, binders, certificates, and audit requests
• Assists clients with policy coverages and related questions
• Reviews policy coverages for potential gaps
• Works with Producers to assist client service needs
• Renews and retains assigned accounts
• Provides client with additional coverage options
• Maintains client files and provides administrative support
• Maintains carrier relationships and follows industry trends
• Negotiates premiums and commissions with underwriters and wholesalers
• Presents quote options to the client and/or Producer

Required qualifications

• Full knowledge of Property Casualty lines of coverage and services
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations
• Advanced knowledge of navigating the Internet and Microsoft Office programs including Windows, Outlook, Word and Excel
• High school diploma or GED equivalent
• Two or more years experience in mid-size brokerage or carrier
• Working knowledge of Microsoft Office computer software applications
• California Property & Casualty License
• Valid Driver License
• Ability to travel independently to clients; some air travel may be required

Nice to have

• College degree

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 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
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs and trips
• Mentorship Program
• Tuition Reimbursement Program

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm headquartered in San Francisco with over 3,000 employees nationwide. The company is driven by core values including Owner mindset, Inspire trust, Think big, and Drive results.