EPIC Brokers

Insurance

CommercialInsuranceAccountManager

$85–130k ~AI est. United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Commercial Insurance Account Manager at EPIC Brokers. Skills: Commercial Insurance, Account Management, Client Service. Establish and maintain high levels of trust with. Initiate introductions”

Industry & Context.

Insurance
Problems you'll solve

Recognize problems; Respond appropriately; Analyze situations logically; Draw solid conclusions

Eligibility Requirements

Work in a fast-paced environment

What They're Looking For.

Must Have

High school diploma or G. E. D. equivalent, Two or more years' experience in mid-size brokerage or carrier, Working knowledge of Microsoft Office computer software applications, Ability to work in a fast-paced environment, Ability to juggle multiple competing tasks and demands, High level of interpersonal skills, Ability to handle sensitive and confidential situations, Teamwork, Poise, Tact, Diplomacy

Nice to Have

College degree preferred, P 22 PTO days starting out, 12 company-observed paid holidays, 4 early-close days, Paid parental leave, Pregnancy disability and bonding leave, Organ donor/one marrow donor leave, Employee referral bonus program, Employee recognition programs, Employee recognition awards and programs, Employee Resource Groups, Mentorship Program, Tuition Reimbursement Program, Leadership Development, Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, Menopause & Midlife Support, 401(k) matching, Medical insurance, Dental insurance, Vision insurance, Wellness & employee assistance programs

What You'll Do.

Establish and maintain high levels of trust with

Initiate introductions

Respond promptly to client questions

Resolve client questions

Process all applications

Process incoming mail

Inform clients about policy coverage

Educate clients about policy changes

Educate clients about exclusions

Educate clients about insurance coverage needs

Assist clients in making coverage decisions

Ensure timely invoicing

Ensure accurate invoicing

Document all client interactions

Determine marketing strategy

Determine coverage determination

Determine target pricing

Determine marketing approach

Submit applications with documentation

Follow up to ensure receipt of quotes

Follow up to ensure receipt of binders

Negotiate premiums with underwriters

Negotiate commissions with underwriters

Provide technical support in sales process

Refer clients to Employee benefits

Refer clients to Private Client Departments

Set priorities for self

Manage workflow for self

Ensure efficient processing

Ensure timely processing

Ensure accurate processing

Maintain cordial relations with clients

Maintain effective relations with clients

Maintain cordial relations with co-workers

Maintain effective relations with co-workers

Maintain cordial relations with carriers

Maintain effective relations with carriers

Maintain cordial relations with wholesalers

Maintain effective relations with wholesalers

Maintain cordial relations with vendors

Maintain effective relations with vendors

Maintain up-to-date proposals

Maintain workflow logs

Interact effectively utilizing communication skills

Cooperate purposefully

Provide information and guidance

Achieve business goals

Stay informed regarding industry information

Stay informed regarding new product developments

Stay informed regarding program developments

Stay informed regarding coverages

Stay informed regarding legislation

Stay informed regarding technology

Continuously improve knowledge

How You'll Work.

Team & Collaboration

Work with the Sales Team; Work effectively in a team environment

Communication Scope

Interpersonal communication; Written communication; Oral communication

Full Job Description

Come join our team! There are many reasons why EPIC Insurance Brokers their teamwork prepares billing and provides standard office/administrative support. Service 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; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Marketing 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 E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Personal and Organizational Development 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 required documentation and records; Interact with others effectively utilizing good communication skills, coopera

Free ATS check

Applying for this Commercial Insurance Account Manager role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Greenhouse

  • Create a Greenhouse profile before applying — it saves time across multiple applications.
  • Upload your resume as a PDF; the parser handles it better than Word.
  • Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
  • Enable email notifications to track application status in real time.

ANONYMOUS · UNFILTERED

What do employees actually say about EPIC Brokers?

Real rants from real employees. Read before you apply.

Read Company Rants →