Commercial Account Manager – Small Business

EPIC Insurance Brokers & Consultants

. Process applications, policies, endorsements, binders, certificates, audit requests, and other client-servicing items .

Posted 10/23/2026full-timeUnited StatesJuniorMid-Level💰 $28 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Property Casualty lines of coverage and services, with strong capabilities in client servicing, policy management, and negotiation. Proficient in managing workflows and maintaining client relationships while ensuring compliance with industry standards.

Highest-signal resume keywords

Property Casualty KnowledgeClient ServicingAgency Management SystemsFire and Casualty Broker LicenseMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ManagementCoverage AnalysisPremium NegotiationProposal PreparationInvoicing ManagementExposure AnalysisMarket ComparisonQuote EvaluationDocument ManagementBilling Preparation

Soft Skills

Interpersonal SkillsTeamworkAttention to DetailTime ManagementCommunication Skills

Tools & Technologies

Agency Management SystemsMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

Fire and Casualty Broker LicenseValid Driver License

Industry Keywords

Client TrustInsurance NeedsPolicy CoverageMarket StrategyLegislation Awareness

About the role

Key responsibilities & impact

Process applications, policies, endorsements, binders, certificates, audit requests, and other client-servicing items
Assist clients with policy coverage, exclusions, and related questions
Assist Producers and Account Executives with client servicing
Research and analyze coverage and policy/contractual issues
Make routine policy adjustments
Conduct renewals, including exposure analysis, market comparisons, quote evaluation, premium and commission negotiations, proposal preparation, and binder accuracy oversight
Prepare presentations and proposals and participate in prospective-client meetings
Maintain client files and systems
Prepare billing and provide office/administrative support
Build client trust through introductions, periodic contact, and prompt issue resolution
Educate clients about coverage, changes, exclusions, and insurance needs
Assist clients with coverage changes
Manage invoicing and monthly expirations
Meet quality and timeliness standards in the Agency Management System and document activity
Determine marketing strategy with the Sales Team, including coverage, target pricing, and marketing decisions
Submit applications with supporting documentation and follow up on quotes and policies
Negotiate premiums and commissions with underwriters and wholesalers
Provide technical sales-process support and prepare proposals
Refer clients to EPIC’s Employee Benefits and Private Client Departments
Manage priorities and workflow for timely, accurate processing
Maintain relationships with clients, co-workers, carriers, wholesalers, vendors, and other contacts
Maintain current proposals, workflow logs, manuals, documentation, and records
Stay informed about industry information, products, coverages, legislation, and technology
Resolve problems and enhance service in a timely manner

Requirements

What you’ll need

High school diploma or G.E.D. equivalent required; college degree preferred
2 or more years of experience in a mid-size brokerage or carrier
Working knowledge of Microsoft Office applications, including word processing, spreadsheets, database, and presentation software
Ability to work in a fast-paced environment and juggle multiple competing tasks and demands
High interpersonal skills to handle sensitive and confidential situations
Teamwork, poise, tact, and diplomacy
Full knowledge of Property Casualty lines of coverage and services
Experience with Agency Management Systems, rating procedures, coverages, and industry operations
Advanced knowledge of Internet navigation, Windows, Outlook, Word, and Excel
Strong attention to detail and time management abilities
Strong ability to multitask and prioritize
Ability to work effectively both independently and in a team environment
Strong written and oral interpersonal communication skills
Fire and Casualty Broker License
Valid Driver License

Benefits

Comp & perks

22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
$1,500 employee referral bonus per hired referral
Employee recognition programs, awards, and trips
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
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 and employee assistance programs
50/50 work culture supporting collaboration, teamwork, and an inclusive work environment
EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation