Commercial Account Manager Remote

Overview

EPIC Insurance Brokers & Consultants is one of the fastest‑growing firms in the insurance industry. Headquartered in San Francisco and founded in 2007, the company employs over 3,000 people nationwide and supports clients’ regional and global needs through local market knowledge and industry expertise.

• Process 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.
• Assist clients with policy coverages and related questions and review the policy coverages for potential gaps and other needs of the policyholder.
• Work with Producers to assist clients with the service needs mentioned above.
• Renews and retains assigned accounts and conducts the renewal process working with Producers, if applicable, to provide the best possible options for our client.
• Provide client with additional coverage options.
• Maintain client files in appropriate systems and provide 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.

• Consistently establish and maintain high levels of trust and confidence with clients by initiating introductions, 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 and 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.

• 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.

• 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 regarding 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.

• 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…