Commercial Account Manager -Small Business

Job Overview:

Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients.

What You'll Do:

• Process applications, policies, endorsements, binders, certificates, audit requests, and other servicing items during non-renewal periods.
• Assist clients with policy coverage, exclusions, and related questions, and support Producers in servicing clients.
• Service client accounts under the oversight of Producers or Account Executives, including research, analysis, and routine policy adjustments.
• Conduct the renewal process, including exposure analysis, market comparisons, quote evaluation, premium and commission negotiation, proposal preparation, and binder accuracy review.
• Support Producers and Account Executives with presentations, proposals, and prospective client meetings.
• Maintain client files, prepare billing, and provide standard office and administrative support.
• Build and maintain client trust through proactive contact and prompt issue resolution.
• Inform and educate clients about policy coverage, changes, exclusions, and coverage needs.
• Ensure timely, accurate invoicing and monthly expirations.
• Meet quality and timeliness standards in the Agency Management System and document all activity.

Marketing:

• With the Sales Team, determine strategy, including coverage determination, target pricing, and marketing approach.
• Submit applications with supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide technical support in the sales process.
• Refer current and prospective clients to Employee Benefits and Private Client departments.

Personal and Organizational Development:

• Manage priorities and workflow to ensure efficient, accurate processing.
• Maintain effective relationships with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Keep proposals, workflow logs, and documentation current.
• Stay informed on industry information, product developments, coverages, legislation, and technology.
• Work effectively in a fast-paced environment, juggling multiple competing tasks.

What You'll Bring:

• High school diploma or G.E.D. required; college degree preferred.
• 2 or more years of experience in a mid-size brokerage or carrier.
• Working knowledge of Microsoft Office applications, including word processing, spreadsheets, database, and presentation software.
• Full knowledge of Property Casualty lines of coverage and services.
• High interpersonal skills for handling sensitive and confidential situations.
• Strong attention to detail, time management, and written and oral communication.

Certificates, Licenses, Registrations:

• Fire and Casualty Broker License
• Valid Driver License

Compensation:

The national average hourly pay rate for this role is $28.00-$33.00, exclusive of bonuses or benefits. Final pay is determined by experience, skills, training, certifications, education, internal equity, and market data.

Why EPIC:

• Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees; 12 paid holidays; 4 early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ/bone marrow donor leave.
• Employee referral bonus of $1,500 per hired referral.
• Employee recognition programs and awards.
• 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, Legal Planning, Family Planning, and Menopause and Midlife Support.
• 401(k) matching, medical, dental, vision insurance, and wellness and employee assistance programs.
• 50/50 work culture between producers and the rest of the business.
• Charitable giving through EPIC Gives Back.