Commercial Account Manager - Small Business

Commercial Account Manager - Small Business Remote US Based 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 items related to servicing clients during non‑renewal periods. Assist clients with policy coverage, exclusions, and related questions and help Producers in servicing clients. Serve client accounts with oversight of Producers or Account Executives, including research/analysis and handling client questions on coverage and other contractual issues; make routine policy adjustments. Conduct renewal process with oversight, including exposure analysis, strategizing with Producer/Account Executive and client, market comparisons, obtaining and evaluating quotes, negotiating premium and commission rates on behalf of clients, preparing proposals, and ensuring accuracy of insurance binder. Provide support to Producers and Account Executives by preparing presentations and proposals, and participating in meetings with prospective clients. Maintain client files in appropriate systems; prepare billing and provide standard office/administrative support. Establish and maintain high levels of trust and confidence with clients through introductions, periodic contacts, and prompt resolution of questions and issues. Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage 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 while documenting all activity. Other duties as assigned. What You’ll Bring High school diploma or GED equivalent required; college degree preferred. Two or more years of experience in a mid‑size brokerage or carrier. Proficiency with Microsoft Office applications (Word, Excel, Outlook, etc.). Ability to work in a fast‑paced environment, juggling multiple competing tasks. High level of interpersonal skills to handle sensitive and confidential situations. Certificates, Licenses & Registrations Fire and Casualty Broker License Valid Driver License Compensation National average hourly pay rate for this role is $38.00–$41.00, exclusive of bonuses or benefits. Pay will be determined based on experience, skills, training, certifications and education, while also considering internal equity and market data. Benefits Generous Paid Time Off – Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days. Generous leave time options: paid parental leave, pregnancy disability, bonding leave, and organ donor/bone marrow donor leave. Employee referral bonus program of $1,500 per hired referral. Employee recognition programs for demonstrating EPIC’s values and additional awards. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support. 401(k) matching, medical, dental, vision, wellness & employee assistance programs. 50/50 Work Culture promoting collaboration and inclusive environment. EPIC Gives Back – charitable efforts such as Donation Connection, Employee Assistance Fund, and People First Foundation. Ranked in top 10 property/casualty agencies by Insurance Journal. Equal Employment Opportunity EPIC embraces diversity in all its various forms—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. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. For government reporting purposes, we ask candidates to respond to the following self‑identification survey. Completion is voluntary and will not be considered in the hiring process. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in EPIC Brokers’ Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr