Commercial Account Manager; P&C

Commercial Account Manager –
EPIC Insurance Brokers & Consultants

Join an award‑winning, fast‑growing insurance firm that thrives on ownership, trust, big thinking, and results. EPIC’s core values of Owner mindset, Inspire trust, Think big, and Drive results guide every decision. Our team is responsible for client service and sales across the U.S., and we’re looking for people who have the “right stuff” – those who are ready to make an impact.

Location: Any EPIC Brokers office – 1 day a week in the office is required.

• Process applications, policies, endorsements, binders, certificates, audit requests and other servicing items during non‑renewal periods.
• Assist clients with policy coverage, exclusions, and related questions, and assist Producers in servicing clients.
• Service client accounts with oversight of Producers or Account Executives – including research/analysis and handling client questions on coverage and other contractual issues.
• Conduct renewal processes with oversight of Producers or Account Executives, performing exposure analysis, strategizing with Producers/Account Executives and clients, arranging market comparisons, obtaining and evaluating quotes, negotiating rates and commissions on behalf of clients, preparing proposals, and ensuring accuracy of binders.
• Provide support to Producers and Account Executives – preparing presentations and proposals and participating in meetings with prospective clients.
• Maintain client files in appropriate systems, prepare billing, and provide standard office/administrative support.
• Build and maintain high levels of trust and confidence with clients by initiating introductions, maintaining periodic contacts, and responding promptly to resolve client questions and issues.
• Process all applications, policies, endorsements, mail, binders, schedules, certificates, audits, and other items related to the servicing of client 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.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.

• Determine strategy in conjunction with the Sales Team – coverage determination, target pricing, marketing determination.
• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide technical support in the sales process.
• Refer current and prospective clients to EPIC’s Employee Benefits and Private Client Departments when appropriate.
• Other duties may be assigned.
• Set priorities and manage workflow for self 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 proposals, workflow logs, manuals or other required documentation and records.
• Interact with others effectively utilizing communication skills and providing guidance to achieve business goals.
• Stay informed about industry information, new product or program developments, coverages, legislation, and technology.
• Work effectively to resolve problems or enhance service in a timely manner.
• Ability to work in a fast‑paced environment juggling multiple tasks.
• Full knowledge of Property/Casualty lines of coverage and services.
• Recognize problems and respond appropriately.
• Analytical thinking to draw solid conclusions.
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations to manage clients and prospects.
• Advanced knowledge of internet and Microsoft Office (Windows, Outlook, Word, Excel).
• Strong attention to detail and time‑management abilities.
• Strong prioritization and multi‑tasking skills.
• Work independently and with supervision.
• Work effectively in a team environment.
• Strong interpersonal communication…