Commercial Account Manager -Small Business

The role

This role handles account service for small business clients at EPIC Insurance Brokers & Consultants. The person processes policies, endorsements and renewals, and supports Producers and Account Executives.

What you will do

• Process applications, policies, endorsements, binders, certificates and audit requests for clients
• Help clients with policy coverage, exclusions and related questions
• Service client accounts under oversight of Producers or Account Executives
• Run the renewal process, including market comparisons and quote evaluation
• Negotiate premium and commission rates on behalf of clients
• Prepare proposals and presentations and join prospective client meetings
• Maintain client files, prepare billing and provide administrative support
• Keep client trust by responding promptly and resolving issues
• Meet quality and timeliness standards in the Agency Management System
• Set priorities and manage workflow across multiple tasks

Required qualifications

• High school diploma or G.E.D. equivalent
• 2 or more years experience in a mid-size brokerage or carrier
• Working knowledge of Microsoft Office applications, including word processing, spreadsheets, database and presentation software
• Ability to work in a fast-paced environment and juggle multiple competing tasks
• High level of interpersonal skills, with poise, tact and diplomacy for sensitive situations
• Full knowledge of Property Casualty lines of coverage and services
• Experience with Agency Management Systems, rating procedures and industry operations
• Advanced knowledge of the Internet and Microsoft Office including Outlook, Word and Excel
• Strong attention to detail and time management
• Strong written and oral communication skills
• Fire and Casualty Broker License
• Valid driver license

Nice to have

• College degree

Benefits

• Managed PTO for salaried or exempt employees
• 22 PTO days to start for hourly or non-exempt employees
• 12 paid company holidays and 4 early-close days
• Paid parental leave, pregnancy disability and bonding leave, and organ or bone marrow donor leave
• $1,500 employee referral bonus per hired referral
• Employee recognition programs and awards
• Mentorship Program, Tuition Reimbursement and Leadership Development
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support
• 401(k) matching, medical, dental and vision insurance
• Wellness and employee assistance programs
• Employee Resource Groups: Women's Coalition and EPIC Veterans Group

Before you apply

• Requires a Fire and Casualty Broker License
• Requires a valid driver license

About the company

EPIC Insurance Brokers & Consultants is headquartered in San Francisco, was founded in 2007, and has over 3,000 employees nationwide. The posting says it has more than 60 offices and is among the top 10 property and casualty agencies according to Insurance Journal.