Commercial Account Manager -Small Business

EPIC Brokers

23h • $28 - $33 • Remote

About The Position

The Commercial Account Manager joins EPIC’s Small Business Account Management team and provides high-quality account service to small business clients. The role processes policy and account service items, responds to client coverage questions, supports Producers and Account Executives, conducts renewal and marketing activities, maintains client records, and helps ensure accurate and timely invoicing and documentation. The position is US remote-based in the Midwest.

The Account Manager builds and maintains client trust through regular contact and prompt resolution of questions and issues. With oversight from Producers or Account Executives, the role analyzes client exposures, coordinates renewal strategy, evaluates market options and quotes, negotiates premiums and commissions, prepares proposals, and checks binder accuracy. The role also supports sales presentations, referrals to other EPIC departments, and ongoing professional development while working collaboratively with clients, colleagues, carriers, wholesalers, and vendors.

Requirements

• High school diploma or GED equivalent required.
• Two or more years of experience in a mid-size brokerage or carrier.
• Fire and Casualty Broker License.
• Valid driver's license.
• Working knowledge of Microsoft Office applications, including word processing, spreadsheets, database, and presentation software.
• Full knowledge of Property Casualty lines of coverage and services.
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations.
• Strong interpersonal communication skills, both written and oral, and the ability to handle sensitive and confidential situations with poise, tact, and diplomacy.
• Strong attention to detail, time management, prioritization, and multitasking abilities.
• Ability to work effectively in a fast-paced environment, both independently and as part of a team, with or without direct supervision.
• Ability to analyze situations logically, recognize problems, and respond appropriately.
• Ability to use the Internet and Microsoft Office programs, including Windows, Outlook, Word, and Excel.

Nice To Haves

• College degree preferred.

Responsibilities

• Process applications, policies, endorsements, binders, certificates, audit requests, incoming mail, schedules, and other client-service items accurately and promptly.
• Answer client questions about policy coverage, exclusions, changes, and insurance needs; help clients make coverage changes and assist Producers with client service.
• Service client accounts under the oversight of Producers or Account Executives, researching and analyzing coverage and contractual issues and making routine policy adjustments.
• Conduct renewals under oversight, including exposure analysis, reviewing relevant client data and contractual insurance requirements, and coordinating renewal strategy with the Producer or Account Executive and client.
• Determine whether accounts should be marketed; compare markets, obtain and evaluate quotes, negotiate premiums and commissions, prepare proposals, and oversee binder accuracy.
• Support Producers and, where applicable, Account Executives by preparing presentations and proposals and participating in prospective-client meetings.
• Maintain client files and required documentation in appropriate systems; prepare billing, provide administrative support, and ensure timely, accurate invoicing and monthly expirations.
• Meet quality and timeliness standards in the Agency Management System and document all activity appropriately.
• Build and maintain client trust through introductions, periodic contact, and prompt resolution of questions and issues.
• In conjunction with the Sales Team, determine marketing strategy, including coverage, target pricing, and whether to market.
• Submit applications with appropriate supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Work with the Sales Team to refer current and prospective clients to EPIC’s Employee Benefits and Private Client Departments.
• Set priorities and manage workflow to ensure efficient, timely, and accurate completion of responsibilities.
• Maintain effective relationships with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Keep proposals, workflow logs, manuals, records, and other required documentation up to date.
• Stay informed about industry information, products, programs, coverage, legislation, and technology to improve knowledge and performance.
• Resolve problems or improve service in a timely manner; perform other duties as assigned.

Benefits

• Generous paid time off; managed PTO without accruals or caps for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; and four early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs and awards.
• Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
• 401(k) matching.
• Medical insurance, dental insurance, and vision insurance.
• Wellness and employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED