Commercial Account Manager - Small Commercial

WHAT YOU’LL DO:

• 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
• Works with Producers to assist client with the service needs mentioned above
• Renews and retains assigned accounts
• Provides client with additional coverage options
• Maintains client files in appropriate systems and provides standard office/administrative support
• Maintains carrier relationships and follows any changes with our contracted carriers and keeps up with industry trends
• Other duties as assigned

Service

• Consistently establishes and maintains high levels of trust and confidence with clients
• Processes 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
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs
• Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties as assigned

Marketing

• Works 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, enters policy information into carrier websites for quote options
• Aggressively and professionally negotiates premiums and commissions with underwriters and wholesalers
• Presents quote options to the client and/or Producer, if applicable
• Binds and issues policies in carrier websites or orders policies from underwriters
• Other duties may be assigned

Personal and Organizational Development

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of all responsibilities
• Maintains cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintains up-to-date client records, workflow tasks/activities, manuals or other required documentation
• Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stays informed regarding industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Works 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
• Ensures expert knowledge is maintained
• Other duties may be assigned

WHAT YOU’LL BRING:

• Full knowledge of Property Casualty lines of coverage and services
• Recognizes problems and responds appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Demonstrates 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

EDUCATION and/or EXPERIENCE:

• High school diploma or GED equivalent required; College degree preferred
• 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 a 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

COMPENSATION:

The national average hourly pay rate for this role is $39.00-$44.00, exclusive of bonuses or benefits. The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• 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
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.