EPIC Brokers
Overview
Come join our team! EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients\' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\'re looking for in your next career, then consider joining our amazing team! Location
Indiana (Any Epic office location) and St. Louis, Missouri - Hybrid 3 days a week in the office Job Overview
The Commercial Account Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. What You’ll Do
Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, prepare complete submission for Placement team with assistance from data management. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage within company guidelines and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Client Service & Support
Respond promptly to client inquiries, including miscellaneous requests and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements using Ecomplete and file documentation. Audit processing, including review, disputes, and communications. Respond to client inquiries and service needs if Client Executive is unavailable. Documentation & Compliance
Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI, EOP compliance; meet and resolve lender requirements. Prepare and deliver schedules of insurance. Maintain accurate and complete files on all policies and updates in the system. Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross-selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. What You’ll Bring
Minimum of 5 years of mid-to-large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail-oriented, organized, and deadline-driven. Ability to work independently and collaboratively in a fast-paced environment. High school diploma or equivalent; Bachelor’s degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days Advanced insurance designation required (AAI or CIC). Compensation
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer generous benefits including: paid time off, PTO for salaried/exempt employees, 22 PTO days starting out for hourly/non-exempt employees, 12 company-observed paid holidays, 4 early-close days, parental leave and other leave options, referral bonuses, recognition programs, employee resource groups, and a suite of optional benefits (pet insurance, cancer insurance, identity theft protection, legal planning, family planning, menopause support) along with 401(k) matching and comprehensive medical/dental/vision coverage, wellness programs, and employee assistance programs. We also promote a 50/50 culture between producers and the rest of the business and maintain charitable initiatives under EPIC Gives Back. We’re in the top 10 of property/casualty agencies according to Insurance Journal. Equal Employment Opportunity
EPIC embraces diversity in all its forms. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. Diversity drives innovation and helps deliver the best outcomes to our clients. Additional information
For more about EPIC, visit our Careers Page. This posting does not include any sensitive or unnecessary job application boilerplate, and all content has been cleaned of extraneous site-only notices.
#J-18808-Ljbffr
Come join our team! EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients\' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\'re looking for in your next career, then consider joining our amazing team! Location
Indiana (Any Epic office location) and St. Louis, Missouri - Hybrid 3 days a week in the office Job Overview
The Commercial Account Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. What You’ll Do
Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, prepare complete submission for Placement team with assistance from data management. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage within company guidelines and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Client Service & Support
Respond promptly to client inquiries, including miscellaneous requests and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements using Ecomplete and file documentation. Audit processing, including review, disputes, and communications. Respond to client inquiries and service needs if Client Executive is unavailable. Documentation & Compliance
Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI, EOP compliance; meet and resolve lender requirements. Prepare and deliver schedules of insurance. Maintain accurate and complete files on all policies and updates in the system. Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross-selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. What You’ll Bring
Minimum of 5 years of mid-to-large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail-oriented, organized, and deadline-driven. Ability to work independently and collaboratively in a fast-paced environment. High school diploma or equivalent; Bachelor’s degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days Advanced insurance designation required (AAI or CIC). Compensation
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer generous benefits including: paid time off, PTO for salaried/exempt employees, 22 PTO days starting out for hourly/non-exempt employees, 12 company-observed paid holidays, 4 early-close days, parental leave and other leave options, referral bonuses, recognition programs, employee resource groups, and a suite of optional benefits (pet insurance, cancer insurance, identity theft protection, legal planning, family planning, menopause support) along with 401(k) matching and comprehensive medical/dental/vision coverage, wellness programs, and employee assistance programs. We also promote a 50/50 culture between producers and the rest of the business and maintain charitable initiatives under EPIC Gives Back. We’re in the top 10 of property/casualty agencies according to Insurance Journal. Equal Employment Opportunity
EPIC embraces diversity in all its forms. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. Diversity drives innovation and helps deliver the best outcomes to our clients. Additional information
For more about EPIC, visit our Careers Page. This posting does not include any sensitive or unnecessary job application boilerplate, and all content has been cleaned of extraneous site-only notices.
#J-18808-Ljbffr