Commercial Account Manager – Small Business
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Commercial account manager servicing small-business property and casualty clients for EPIC Brokers. Processing policies, renewals, coverage options, and carrier negotiations remotely from California.
Responsibilities:
- Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, incoming mail, schedules, and other client-servicing items
- Assist clients with policy coverages, related questions, coverage gaps, and coverage changes
- Work with Producers to fulfill client service needs
- Renew and retain assigned accounts and conduct renewal processes
- Provide clients with additional coverage options
- Maintain client files, records, workflow tasks, manuals, and required documentation
- Maintain carrier relationships and monitor carrier and industry changes
- Establish and maintain client trust through introductions, periodic contact, prompt responses, and issue resolution
- Meet quality and timeliness standards in the Agency Management System and document activity
- Work with the Placement Department and Producers to transition new business
- Submit renewal applications and supporting documentation and follow up on quotes and policies
- Enter policy information into carrier websites for quote options when needed
- Negotiate premiums and commissions with underwriters and wholesalers
- Present quote options to clients and Producers
- Bind and issue policies through carrier websites or order policies from underwriters
- Set priorities and manage workflow for efficient, timely, and accurate processing
- Maintain effective relationships with clients, coworkers, carriers, wholesalers, vendors, and other contacts
- Stay informed about industry trends, products, coverages, legislation, and technology
- Resolve problems or enhance service in a timely manner
Requirements:
- Full knowledge of Property Casualty lines of coverage and services
- Ability to recognize problems and respond appropriately
- Ability to analyze situations logically and draw solid conclusions
- Experience with Agency Management Systems, rating procedures, coverages, and industry operations
- Advanced knowledge of Internet navigation and Microsoft Office, including Windows, Outlook, Word, and Excel
- Strong attention to detail and time management abilities
- Strong ability to multitask and assign priorities
- Ability to work effectively with and without direct supervision
- Ability to work effectively in a team environment and independently
- Strong written and oral interpersonal communication skills
- High school diploma or GED equivalent required; college degree preferred
- Two or more years of experience in a mid-size brokerage or carrier
- Working knowledge of Microsoft Office applications including word processing, spreadsheets, databases, and presentation software
- Ability to work in a fast-paced environment and manage multiple competing tasks and demands
- High level of interpersonal skills to handle sensitive and confidential situations
- California Property & Casualty License
- Valid driver license
- Ability to travel independently to clients; some air travel may be required
Benefits:
- 22 PTO days starting out for hourly/non-exempt employees
- 12 company-observed paid holidays
- 4 early-close days
- Paid parental leave
- Pregnancy disability and bonding leave
- Organ donor/bone marrow donor leave
- $1,500 employee referral bonus per hired referral
- Employee recognition programs, awards, and trips
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness and employee assistance programs
- 50/50 work culture supporting collaboration, teamwork, and an inclusive work environment
- Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation
Similar Jobs
Private Client Insurance Relationship Manager
Private Client Insurance Relationship Manager advising EPIC Brokers’ private clients. Managing renewals, coverage opportunities, carrier relationships, and client service.
Account Manager
Account Manager developing UK and Ireland business for Averna’s test, quality, and automation solutions. Managing consultative sales, strategic accounts, complex deals, and customer relationships.
Account Manager
Account Manager developing UK and Ireland business for Averna’s engineering test and quality solutions. Building strategic customer relationships, managing Salesforce pipelines, and closing complex technical deals.
Account Manager
Account Manager growing UK and Ireland customer relationships for Averna’s test and quality solutions. Developing consultative sales opportunities, managing pipelines, and negotiating complex technical deals.
Account Supervisor, Market Access
Account Supervisor leading client projects for Precision AQ, a pharmaceutical market access marketing agency. Managing teams, budgets, client relationships, and medical communications deliverables.
Senior Key Account Manager – Mechanical and Plant Engineering
Senior Key Account Manager für einen Hersteller patentierter Wärmebehandlungs- und Industrieofenanlagen. Betreuung strategischer Kunden und Ausbau neuer Branchen in DACH und Europa.
Key Account Manager – Meta Ads Infrastructure
Key Account Manager coordinating Meta ad assets, account replacements, and client support. Heavy Value LLC provides Meta Ads infrastructure for high-risk brands and agencies.
Account Manager – Influencer Marketing, Mobile Games
Account Manager executing influencer marketing campaigns for mobile gaming and entertainment clients. Managing customer relationships, budgets, timelines, and creator-focused digital projects.
Influencer Relations Manager
Influencer Relations Manager managing creator campaigns for Flexion’s mobile gaming marketing agency. Negotiating sponsorships and coordinating content across YouTube, Instagram, Twitch, and TikTok.
Global OEM Partner Manager
Global OEM Partner Sales Manager owning Cloudera’s IBM partnership. Driving strategic alignment, pipeline generation, deal closure, and partner-influenced revenue growth.
Account Manager – Key Account Manager
Account Manager bei Cosuno, der KI-Plattform für die Baubranche. Steuerung von Kundenverlängerungen, Upsells und Cross-Sells für 70–90 Baukunden.
Staff Relations Manager, Japanese Speaking
Staff Relations Manager conducting investigations and advising managers on employee relations for Amgen’s Japan operations. Supporting policy compliance, disciplinary actions, accommodations, and HR training.
Account Manager
Account Manager driving automotive electronics sales and customer relationships for Arrow Electronics. Growing assigned accounts through solution selling, technical sales, and frequent customer engagement.
Major Account Manager – Majors
Major Account Manager selling Fortinet cybersecurity solutions to Fortune 1000 enterprises. Building strategic accounts, driving pipeline, and securing enterprise-wide deployments.
Account Manager – Email Marketing, Klaviyo
Account Manager managing eCommerce and DTC client relationships. Guiding email, lifecycle, retention, and Klaviyo strategies to drive brand growth.
Global Account Manager – EMEA, APAC
Global Account Manager sourcing furnished housing across EMEA and APAC for Furnished Quarters’ corporate clients. Negotiating supplier terms and managing reservations remotely.
Manager, Account Management Team – Mid-Market
Leading Customer Success Managers, retention, and revenue growth for Leap Tools’ interior décor visualization technology. Coaching teams and improving customer experiences.
Sales Account Manager – Strategic Accounts
Sales Account Manager expanding Versaterm’s integrated public-safety SaaS platform within existing strategic U.S. accounts. Driving upsells, renewals, procurement, and recurring revenue growth.
Territory Manager
Territory Manager launching Mineralys’ first commercial hypertension medicine. Educating healthcare providers, driving adoption, and achieving sales goals across an assigned US territory.
Key Account Manager
Key Account Manager promoting AstraZeneca respiratory and immunology medicines to Romanian healthcare professionals. Building strategic relationships and driving patient-centric treatment adoption across assigned counties.