Commercial Account Manager

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become 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: Any Epic Brokers office, 1 day a week in the office is required

• Process (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assist clients with policy coverage, exclusions and related questions and assist Producers in servicing clients.
• Service 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. Make routine policy adjustments.
• Conduct the renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategize with Producer/Account Executive and client regarding whether to market and if applicable, conduct market comparisons by analyzing insurance rate and renewal information, obtain and evaluate quotes, negotiate premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepare proposal, and oversee accuracy of insurance binder.
• Provide support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Maintain client files in appropriate systems, prepare billing and provide standard office/administrative support.
• Consistently establish and maintain 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 EPIC’s Employee benefits and Private Client Departments for solicitation for those lines of business.
• 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…