Commercial Account Manager – Small Business
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Commercial account manager servicing Midwest small-business insurance clients for EPIC Brokers. Processing policies, managing renewals, negotiating coverage, and supporting producers remotely.
Responsibilities:
- Process applications, policies, endorsements, binders, certificates, audits, incoming mail, schedules, and other client-servicing items
- Assist clients with policy coverage, exclusions, coverage changes, and related questions
- Service client accounts under the oversight of Producers or Account Executives
- Research and analyze coverage and policy/contractual issues
- Conduct renewals, including exposure analysis, market comparisons, quote evaluation, and premium and commission negotiations
- Prepare proposals, presentations, and technical sales support materials
- Oversee insurance binder accuracy
- Maintain client files and document activity in the Agency Management System
- Prepare billing, invoices, and monthly expirations
- Establish and maintain client relationships and resolve questions and issues
- Determine marketing strategy with the Sales Team, including coverage, target pricing, and marketing decisions
- Submit applications with supporting documentation and follow up on quotes and policies
- Refer clients to EPIC Employee Benefits and Private Client Departments
- Set priorities and manage workflow
- Maintain documentation, records, proposals, workflow logs, and manuals
- Stay informed about industry information, products, programs, coverages, legislation, and technology
- Resolve problems and enhance service in a timely manner
- Perform other assigned duties
Requirements:
- High school diploma or G.E.D. equivalent required; college degree preferred
- 2 (two) or more years experience in mid-size brokerage or carrier
- Working knowledge of Microsoft Office computer software applications, including word processing, spreadsheets, database, and presentation software
- Ability to work in a fast-paced environment and juggle multiple competing tasks and demands
- High level of interpersonal skills to handle sensitive and confidential situations
- Teamwork, poise, tact, and diplomacy
- Fire and Casualty Broker License
- Valid Driver License
- Full knowledge of Property Casualty lines of coverage and services
- Experience with Agency Management Systems and rating procedures
- Advanced knowledge of Internet navigation, Windows, Outlook, Word, and Excel
- Strong attention to detail and time management abilities
- Strong multitasking and prioritization ability
- Ability to work effectively independently and in a team environment
- Strong written and oral interpersonal communication skills
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 and awards
- 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
- EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation
Similar Jobs
Director of Account Management
Director leading enterprise account growth, retention, and expansion sales for MIE’s healthcare information technology platform. Managing Account Sales Managers and executive relationships across complex healthcare organizations.
Senior Virology Care Specialist, Strategic Account Manager
Strategic Account Manager driving Invivyd antibody product adoption among North Florida healthcare providers. Building compliant accounts, delivering clinical education, and executing data-driven territory strategies.
Account Manager
Remote Account Manager growing Hunter Douglas’s German window-coverings market through new customer acquisition. Managing relationships, sales KPIs, customer service, and nationwide client visits.
Account Manager
Account Manager growing Oterra’s natural food-color business across Poland. Managing customers, sales pipelines, market opportunities, and strategic account plans.
Strategic Account Manager
Strategic Account Manager growing Mozilla’s Firefox Enterprise security browser business in France. Managing renewals, adoption, retention, and expansion across enterprise customer accounts.
Strategic Account Manager
Strategic Account Manager growing Mozilla’s secure Firefox Enterprise browser business in France. Managing enterprise relationships, renewals, adoption, and account expansion.
Senior Key Account Manager – Shop Apotheke, Pure-Play E-Commerce
Senior Key Account Manager managing Shop Apotheke e-commerce accounts for TQG, the sports-nutrition company behind ESN and More Nutrition. Advancing key brands and customer relationships.
Team Lead – Key Account Management
Team Lead driving Northern African dealer growth for Europe’s B2B used-car auction platform. Managing key accounts while coaching sales managers and executing regional strategy.
Key Account Manager – R & I
Key Account Manager promoting AstraZeneca respiratory and immunology medicines to Romanian healthcare professionals. Building strategic clinical relationships and supporting patient-centric prescribing.
Assistant Account Manager
Assistant Account Manager supporting LifeBalance, a client engagement and savings program. Managing accounts, vendor partnerships, communications, reporting, and renewal support.
Account Manager
Alcon Account Manager growing Texas territory revenue by selling innovative vision care products. Building Eye Care Practitioner relationships through needs-based sales.
Account Manager
Account Manager growing Georgia-Pacific’s custom corrugated packaging business across North Carolina and Virginia. Building pipelines, winning new accounts, and developing long-term customer partnerships.
National Account Manager
National Account Manager driving revenue, market share, and strategic growth for EcoWater Systems’ Home Depot account. Leading sales, category management, promotions, and cross-functional retail execution.
Account Manager, Immune Response, Hospital Sales
Account Manager driving QIAGEN’s QuantiFERON-TB Gold Plus hospital sales in Chicago. Managing diagnostic adoption, healthcare sales pipelines, contracting, and clinical customer education.
Key Account Manager
Virtual Key Account Manager growing IQVIA’s smoking cessation and nicotine replacement portfolio across UK healthcare accounts. Engaging NHS stakeholders virtually to drive evidence-based smoking cessation adoption.
Virtual Key Account Manager
Virtual Key Account Manager growing IQVIA’s smoking cessation and nicotine replacement portfolio. Engaging UK healthcare professionals and stakeholders through virtual account management.
Key Account Manager
Virtual Key Account Manager growing IQVIA’s smoking cessation and nicotine replacement portfolio. Engaging UK healthcare professionals and developing priority NHS accounts remotely.
Virtual Key Account Manager
Virtual Key Account Manager growing IQVIA’s smoking-cessation and nicotine-replacement portfolio. Engaging UK healthcare professionals and stakeholders through compliant virtual account management.
Account Manager – Insurtech
Account Manager managing client relationships, retention, renewals, and issue resolution for SchemeServe’s cloud insurance software platform. Coordinating technical teams and supporting account growth.
Key Account Manager – South-East Poland
Key Account Manager expanding Diversey’s cleaning, hygiene and chemical solutions sales across Southeast Poland. Acquiring food industry customers and managing regional growth.