Commercial Account Manager - Small Business

EPIC Brokers; Oregon; Hybrid; USD 54,000 - 61,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness program

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is seeking a detail-oriented service professional to support clients across regions from a California-Remote base. You will process applications, endorsements, and billing while assisting clients with coverage questions and needs.

Collaboration with Producers and strong carrier relations will help renewals and expand client coverage. The role requires knowledge of property and casualty policy servicing, MS Office proficiency, and a CA P&C license plus a valid

Qualifications

• Two or more years experience in mid-size brokerage or carrier.
• Strong knowledge of agency management systems and policy servicing.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• California Property & Casualty License and valid driver license required.

Responsibilities

• Process applications, policies, endorsements, binders, audits, and client servicing items.
• Assist clients with policy coverages and questions.
• Renew and retain assigned accounts; coordinate with Producers for best options.
• Maintain client files in authorized systems and ensure timely documentation.
• Build carrier relationships and stay updated on industry trends.

Skills

Policy servicing

Client relations

Microsoft Office

Attention to detail

Education

California Property & Casualty License

High school diploma or GED

Tools

Agency Management Systems

Job description

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 happenHeadquartered 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 employeesOur 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
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
• Present quote options to the client and/or Producer, if applicable
• Bind and issue policies in carrier websites or order policies from underwriters
• Other duties may be assigned

Personal and Organizational Development

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

WHAT YOU'LL BRING

• Full knowledge of Property Casualty lines of coverage and services
• Recognize problems and respond appropriately
• Able to analyze situations logically in order to draw solid conclusions
• Demonstrate 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 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-$44.33, 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
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• 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:

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: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.