[Remote] Commercial Account Manager - Small Business

Note: The job is a remote job and is open to candidates in USA. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. They are seeking a Commercial Account Manager to provide high-quality account service to small business clients, managing policy processes and client inquiries effectively.ResponsibilitiesProcesses (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clientsAssists clients with policy coverage, exclusions and related questions and assists Producers in servicing clientsServices client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustmentsConducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binderProvides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of teamMaintains client files in appropriate systems. prepares billing and provides standard office/administrative supportConsistently 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 issuesProcess 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 mannerInform and educate clients about policy coverage, changes, exclusions, and insurance coverage needsAssist clients in making coverage changesResponsible for timely, accurate invoicing and monthly expirationsMeet all quality and timeliness standards in the Agency Management System while properly documenting all activityOther duties may be assignedIn conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determinationSubmit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policiesAggressively and professionally negotiate premiums and commissions with underwriters and wholesalersPrepare proposals and provide other technical support in the sales process as neededWork with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of businessOther duties may be assignedSet priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilitiesMaintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contactsMaintain up-to-date proposals, workflow logs, manuals or other required documentation and recordsInteract with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the CompanyStay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performanceOther duties may be assignedWork effectively to resolve problems or enhance service in a timely mannerAbility to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demandsFull knowledge of Property Casualty lines of coverage and servicesRecognize problems and respond appropriatelyAble to analyze situations logically in order to draw solid conclusionsDemonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospectsAdvanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & ExcelStrong attention to detail and time management abilitiesStrong ability to multi-task and assign priorityAbility to work effectively and efficiently both with and without direct supervisionAbility to work effectively and efficiently in a team environment as well as independentlyStrong interpersonal communication skills, both written and oralSkillsHigh school diploma or G.E.D. equivalent required2 (two) or more years experience in mid-size brokerage or carrierMust have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation softwareMust be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demandsMust have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacyFire and Casualty Broker LicenseValid Driver LicenseCollege degree preferredBenefitsGenerous Paid Time offManaged 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 daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women’s Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 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 FoundationCompany OverviewWe are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.