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EPIC Insurance Brokers & Consultants · 3 hours ago

Commercial Account Manager- P&C

Los Angeles, CA

Contract

Hybrid

Entry, Mid Level

$88K/yr - $90K/yr

2+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking a Commercial Account Manager to service clients, assist with policy coverage, and manage client accounts with oversight from Producers or Account Executives.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sonja Elizabeth Gay

Responsibilities

Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients

Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients

Services 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 adjustments

Conducts 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 binder

Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team

Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support

Consistently 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 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

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

In conjunction with the Sales Team, determine strategy which includes 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 other technical support in the sales process as needed

Work 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 business

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 good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company

Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance

Other duties may be assigned

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

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

Qualification

California FireCasualty Broker LicenseProperty Casualty knowledgeAgency Management SystemsMicrosoft Office proficiencyInterpersonal communicationTime managementProblem-solvingTeamwork

Required

High school diploma or G.E.D. equivalent required

2 (two) or more years experience in mid-size brokerage or carrier

California Fire and Casualty Broker License

Valid Driver License

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

Full knowledge of Property Casualty lines of coverage and services

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

Preferred

College degree preferred

Experience in mid-size brokerage or carrier

Benefits

Generous Paid Time off

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

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We 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.

Founded in 2007

San Francisco, California, USA

1001-5000 employees