Commercial Account Manager - Small Business

Epic Insurance; Rancho Cordova (CA); On-site; USD 54,000 - 61,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Health insurance

401(k) matching

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is hiring a Commercial Account Manager for Small Business in Rancho Cordova, CA. You will process applications, endorsements, and audits; assist clients with coverages and renewals; and work with producers to meet client service needs.

The role requires strong knowledge of property casualty lines, client service excellence, and the ability to manage multiple tasks in a fast-paced environment. Local travel may be involved.

Qualifications

• Knowledge of property casualty lines and carrier relationships.
• Experience servicing middle-market to small business clients.
• Strong communication and organizational skills.

Responsibilities

• Process applications, policies, endorsements, binders, certificates, and billing for clients across regions.
• Assist clients with policy coverages, identify gaps, and coordinate with producers for service needs.
• Renew and retain assigned accounts, offering best options to clients.
• Provide additional coverage options and maintain client files in systems.
• Maintain carrier relationships and stay updated on industry trends.

Skills

Property casualty knowledge

Account management

Client servicing

Communication skills

Attention to detail

Education

High school diploma or GED

College degree preferred

Job description

Commercial Account Manager - Small Business

10877 White Rock Road Suite 300, Rancho Cordova, CA 95670

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!

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 byinitiating 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
• 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
• 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”

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.

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.

#LI-SG1

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.