Commercial Account Manager - Small Business

EPIC Brokers•Rancho Cordova, CA

9h•Remote

About The Position

Join our team at EPIC Insurance Brokers & Consultants, one of the fastest-growing firms in the insurance industry. We are driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the US. Our local market knowledge and industry expertise support our clients' regional and global needs. We continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career, consider joining our amazing team!

Requirements

Full knowledge of Property Casualty lines of coverage and services.
Recognize problems and respond appropriately.
Able to analyze situations logically in order to draw solid conclusions.
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel.
Strong attention to detail and time management abilities.
Strong ability to multi-task and assign priority.
Ability to work effectively and efficiently both with and without direct supervision.
Ability to work effectively and efficiently in a team environment as well as independently.
Strong interpersonal communication skills, both written and oral.
High school diploma or GED equivalent required.
Two or more years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations.
Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
California Property & Casualty License.
Valid Driver License.
Ability to travel independently to clients; some air travel may be required.

Nice To Haves

College degree preferred.

Responsibilities

Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West.
Assists clients with policy coverages and related questions.
Reviews the policy coverages for potential gaps and other needs of the policyholder.
Works with Producers to assist client with the service needs mentioned above.
Renews and retains assigned accounts.
Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client.
Provide client with additional coverage options.
Maintains client files in appropriate systems and provides standard office/administrative support.
Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends.
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
Assist clients in making coverage changes.
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
Work with Placement Department and Producers to properly transition new business written.
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
If needed, enter policy information into carrier websites for quote options.
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
Present quote options to the client and/or Producer, if applicable.
Bind and issue policies in carrier websites or order policies from underwriters.
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities.
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation.
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
Work effectively to resolve problems or enhance service in a timely manner.
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Ensure expert knowledge is maintained.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs