Commercial Account Manager

EPIC Insurance Brokers & Consultants is seeking a Commercial Account Manager to drive client relationships and renewal processes across our fast‑growing network.
Location: Any EPIC office – on‑site 1 day a week required.

• Process applications, policies, endorsements, binders, certificates, audits and other servicing items during non‑renewal periods.
• Assist clients in policy coverage, exclusions and coverage changes and support Producers in client servicing.
• Manage client accounts, conduct research/analysis, handle coverage and contractual questions, and make routine policy adjustments.
• Lead renewal activities: exposure analysis, market comparison, quote evaluation, premium and commission negotiations, proposal preparation, and binder accuracy.
• Support Producers/Account Executives with presentations, proposals and client meetings.
• Maintain client files, billing, and standard office/administrative support.
• Establish and maintain trust with clients through frequent communication and issue resolution.
• Ensure timely, accurate invoicing and monthly expirations.
• Meet quality and timeliness standards in the Agency Management System and document all activity.
• Perform other duties as assigned.

• Collaborate with Sales to determine coverage, pricing, and marketing strategy.
• Submit applications, follow up for quotes, and ensure timely receipt of policies.
• Negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide technical support in the sales process.
• Refer clients to EPIC’s Employee Benefits and Private Client Departments.
• Execute other marketing responsibilities as assigned.
• Manage workflow, maintain effective client relationships, and stay informed on industry developments.

• High school diploma or G.E.D. required; college degree preferred.
• 2+ years’ experience in a mid‑size brokerage or carrier.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and database applications.
• Fast‑paced, multi‑tasking ability with strong attention to detail and time management.
• High level of interpersonal skills to handle confidential situations.

• California Fire and Casualty Broker License
• Valid Driver License

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team. We offer generous benefits, career development, and a 50/50 workplace culture that balances production and service.

• Generous Paid Time Off (managed PTO, 22 days for hourly, 12 company holidays, 4 early‑close days)
• Generous leave options: paid parental leave, pregnancy disability, bonding leave, organ donor/bone marrow donor leave
• Employee referral bonus program ($1,500 per hired referral)
• Employee recognition programs and awards (and trips!)
• Employee Resource Groups:
  Women’s Coalition, EPIC Veterans Group
• Professional growth & development:
  Mentorship, Tuition Reimbursement, Leadership Development
• Unique benefits: pet insurance, identity theft & fraud protection, legal planning, family planning, menopause & midlife support
• Additional benefits: 401(k) matching, medical, dental, vision, wellness & employee assistance
• EPIC gives back through charitable efforts such as Donation Connection, Employee Assistance Fund, and People First Foundation
• Top 10 property/casualty agency per Insurance Journal

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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.