Commercial Account Manager - Small Commercial

The posting, as EPIC Brokers wrote it

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: California-Remote -US Based

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 Reviews the policy coverages for potential gaps and other needs of the policyholder
• Works with Producers to assist client with the service needs mentioned above
• Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client
• Provide client with additional coverage options
• Maintains client files in appropriate systems and provides standard office/administrative support
• Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends
• Other duties as assigned

Service

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
• Process 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
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties as assigned

Marketing

• Work 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, enter policy information into carrier websites for quote options
• Aggressi

[…]
gnition 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.

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