Commercial Account Manager - Small Business Remote US Based

Commercial Account Manager - Small Business Remote US Based Come join our team! EPIC Insurance Brokers & Consultants is one of the fastest‑growing firms in the insurance industry, built on a foundation of capable, committed people who share common values and a drive to do what matters. Headquartered in San Francisco and founded in 2007, we have over 3,000 employees nationwide and a presence in every major U.S. market. 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 a next career step, consider joining our amazing team! Job Overview Join our Small Business Account Management team. This role focuses on providing high‑quality account service to our small business clients! Location California – Remote (US states) What You’ll Do Process applications, policies, endorsements, binders, certificates, audit requests and other servicing items during non‑renewal periods. Assist clients with policy coverage, exclusions, and related questions; support Producers in servicing clients. Service client accounts under oversight of Producers or Account Executives; conduct research/analysis and handle client questions on coverage and contract issues; make routine policy adjustments. Conduct renewal processes, including exposure analysis, strategic discussions with Producer/Account Executive and client, market comparisons, quote evaluation, premium and commission negotiation, proposal preparation, and binder accuracy oversight. Provide support to Producers and Account Executives by preparing presentations, proposals, and participating in client meetings. Maintain client files in appropriate systems; prepare billing and provide standard office/administrative support. Build and maintain high levels of trust with clients through introductions, periodic contacts, and rapid response to client questions and issues. Process all applications, policies, endorsements, mail, binders, schedules, certificates, audits, and related items in a timely and accurate manner. Inform and educate clients about coverage changes, exclusions, and insurance needs. Assist clients in making coverage changes. Ensure timely, accurate invoicing and monthly expirations. Meet all quality and timeliness standards in the Agency Management System with proper documentation of all activity. Other duties may be assigned. Marketing Responsibilities Determine strategy with Sales, covering pricing, coverage determination, and market targeting. Submit applications with proper documentation and follow up to secure quotes and policies. Negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide technical support in the sales process. Collaborate with Sales to refer clients to E.P.I.C.’s Employee Benefits and Private Client Departments. Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for efficient, accurate processing of all responsibilities. Maintain cordial and effective relationships with clients, co‑workers, carriers, wholesalers, vendors, and other contacts. Keep proposals, workflow logs, manuals, and records up to date. Communicate effectively, cooperate purposefully, and provide guidance to achieve company goals. Stay informed on industry developments, new products, legislation, and technology. Resolve problems or enhance service promptly. Work efficiently in a fast‑paced environment, juggling multiple tasks. Demonstrate full knowledge of Property‑Casualty coverage, Agency Management Systems, rating procedures, and industry operations. Proficient in the Internet, Microsoft Office (Windows, Outlook, Word, Excel). Strong attention to detail, time management, and multi‑tasking abilities. Work effectively independently and as part of a team. Strong interpersonal communication skills, both written and oral. What You’ll Bring High school diploma or G.E.D. equivalent (college degree preferred). Two or more years of experience in a mid‑size brokerage or carrier. Working knowledge of Microsoft Office applications. Ability to work in a fast‑paced environment and juggle multiple tasks. High level of interpersonal skills for sensitive and confidential situations; teamwork, poise, tact, and diplomacy. Certificates, Licenses, Registrations California Fire and Casualty Broker License Valid Driver License The national average hourly pay rate for this role is $38.00–$41.00, exclusive of bonuses or benefits. Compensation will be based on experience, skills, certifications, and education, and will consider internal equity and market data. Why EPIC EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! We offer a supportive environment and many benefits. Benefits Generous Paid Time Off – Managed PTO for salaried/exempt, 22 PTO days for hourly
on‑exempt, 12 company‑observed holidays, 4 early‑close days. Generous leave options: Paid parental leave, pregnancy disability, bonding leave, and organ/bone marrow donor leave. Employee referral bonus program of $1,500 per hired referral. Employee recognition programs, including trips. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Unique benefits: Pet Insurance, Identity Theft & Fraud Protection, Legal Planning, Family Planning, Menopause & Midlife Support. Additional benefits: 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs. 50/50 Work Culture – collaboration, teamwork, and inclusive work environment. EPIC Gives Back – charitable programs such as Donation Connection, Employee Assistance Fund, People First Foundation. Top 10 Property/Casualty agency per Insurance Journal. Equal Employment Opportunity EPIC embraces diversity in all its forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. EPIC does not discriminate on the basis of any protected group status under any applicable law. Voluntary Self‑Identification For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is voluntary and will not affect your application. #J-18808-Ljbffr