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EPIC Insurance Brokers & Consultants · 15 hours ago

Commercial Account Manager

Lafayette, CA

Contract

Hybrid

Entry, Mid Level

$76K/yr - $83K/yr

2+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Commercial Account Manager to join their team. The role involves processing client applications and policies, assisting clients with coverage questions, and maintaining strong relationships with clients and carriers.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Processes 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

Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder

Works with Producers to assist client with the service needs mentioned above

Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client

Provide client with additional coverage options

Maintains client files in appropriate systems and provides 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 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

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 regard 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

Qualification

Property Casualty knowledgeAgency Management SystemsMicrosoft Office proficiencyCalifornia Property & Casualty LicenseMulti-taskingAnalytical skillsTime managementAttention to detailInterpersonal communicationTeamwork

Required

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

High school diploma or GED equivalent required

Two or more years experience in mid-size brokerage or carrier

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

California Property & Casualty License

Valid Driver License

Ability to travel independently to clients; some air travel may be required

Preferred

College degree preferred

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