Commercial Account Manager-Small Business

About the role

Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!

Responsibilities

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Affords clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
• Serves 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.
• Processes 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.
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Affords clients in making coverage changes.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Marketing
• In conjunction with the Sales Team, determines strategy which includes coverage determination, target pricing, marketing determination.
• Submits applications with proper supporting documentation and follows up to ensure timely receipt of quotes and policies.
• Aggressively and professionally negotiates premiums and commissions with underwriters and wholesalers.
• Prepares proposals and provides other technical support in the sales process as needed.
• Works 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.
• Personal and Organizational Development
• Establishes and manages workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.
• Maintains cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Maintains up-to-date proposals, workflow logs, manuals or other required documentation and records.
• Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stays informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Other duties may be assigned.

Qualifications

• High school diploma or G.E.D. equivalent required.
• College degree preferred.
• 2 (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.

Skills

• 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.

Benefits

The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC offers:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• 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

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