Commercial Insurance Account Manager - Real Estate

EPIC Brokers•Greenwood Village, CO

9h•$38 - $46•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is seeking a Commercial Insurance Account Manager to provide high-quality service to large, complex clients in the real estate and development industries and to Account Executives. The role balances service quality with response speed and supports Senior Executives with policy administration, billing and payment coordination, application processing, and other administrative work and projects. This position is primarily in-office at EPIC’s Greenwood Village, Colorado office. Employees may work from home up to five days each month, with the entire month of August being flexible. The role is non-exempt, with standard workweeks of 37.5 hours. The stated hourly pay range is $38.46–$46.15; actual compensation depends on factors including experience, skills, training, certifications, education, internal equity, and market data. The role may also be eligible for bonuses and a comprehensive benefits package.

Requirements

Current commercial insurance industry experience.
Required P&C Brokers License.
At least 2 years of insurance brokerage or insurance carrier experience.
Strong computer skills, including Microsoft Office, Excel, and PowerPoint.
Detail oriented.
Excellent organization and time-management skills.
Strong sense of urgency and thoroughness, with the ability to respond quickly and accurately.
Ability to work well in a team environment and collaborate with others.
Customer-service focus and ability to build and maintain customer satisfaction.
Ability to listen actively, ask clarifying questions, and ensure mutual understanding.
Self-starter who takes initiative and seeks additional responsibilities.
Curiosity and persistence in seeking information and resolving discrepancies.
Ability to maintain focus and high quality during extended tasks.
Composure and resilience under pressure.

Nice To Haves

At least 2–3 or more years of experience working for a commercial insurance brokerage servicing middle-market to large accounts.
Real estate experience.
College degree in Insurance or a related field.

Responsibilities

Manage activity for assigned accounts.
Manage each assigned client’s schedule of values.
Create schedules of insurance and proposals.
Administer quarterly reporting and invoicing for locations added to or removed from schedules of values.
Process endorsements and invoices.
Track client account balances and coordinate with the accounting department to ensure prompt payment.
Set up new and renewal policies.
Maintain current schedules and policy records in SAGE, EPIC’s custom broking system.
Manage day-to-day account transactions, including vehicle additions and deletions and acquisitions.
Generate and update schedules of insurance, ACORD certificates, Auto ID cards, loss run reports, and similar documents as needed.
Support administration of program adjustments, including dividend and audit adjustments.
Contact clients and underwriters to obtain information for policy changes, renewals, and endorsements.
Support Senior Executives with policy administration, billing and payment coordination, application processing, and other administrative duties and projects as assigned.

Benefits

Generous paid time off; hourly/non-exempt employees start with 22 PTO days.
12 company-observed paid holidays and 4 early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
$1,500 employee referral bonus for each hired referral.
Employee recognition programs and awards, including trips.
Employee Resource Groups, including Women’s Coalition and EPIC Veterans Group.
Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
Pet insurance.
Identity theft and fraud protection coverage.
Legal planning.
Family planning benefits.
Menopause and midlife support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.
Potential bonus eligibility.