Commercial Account Manager – Small Business

EPIC Insurance Brokers & Consultants

. Process applications, policies, endorsements, binders, certificates, audits, incoming mail, schedules, and other client-servicing items .

Posted 9/24/2026full-timeRemote • United StatesJuniorMid-Level💰 $28 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client account management, including policy coverage analysis, proposal preparation, and effective communication. Proficient in utilizing Agency Management Systems and Microsoft Office applications to enhance service delivery and maintain accurate documentation.

Highest-signal resume keywords

Client Account ManagementProperty Casualty Lines KnowledgeAgency Management Systems ExperienceFire and Casualty Broker LicenseMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy Coverage AnalysisProposal PreparationExposure AnalysisMarket ComparisonsQuote EvaluationBilling and InvoicingDocumentation ManagementInsurance Binder AccuracyRenewal ProcessingTechnical Sales Support

Soft Skills

Interpersonal SkillsTeamworkTime ManagementMultitaskingCommunication Skills

Tools & Technologies

Agency Management SystemMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

Fire and Casualty Broker LicenseValid Driver License

Industry Keywords

Client ServicingInsurance PoliciesCoverage ChangesMarket StrategyLegislation Awareness

About the role

Key responsibilities & impact

Process applications, policies, endorsements, binders, certificates, audits, incoming mail, schedules, and other client-servicing items
Assist clients with policy coverage, exclusions, coverage changes, and related questions
Service client accounts under the oversight of Producers or Account Executives
Research and analyze coverage and policy/contractual issues
Conduct renewals, including exposure analysis, market comparisons, quote evaluation, and premium and commission negotiations
Prepare proposals, presentations, and technical sales support materials
Oversee insurance binder accuracy
Maintain client files and document activity in the Agency Management System
Prepare billing, invoices, and monthly expirations
Establish and maintain client relationships and resolve questions and issues
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
Refer clients to EPIC Employee Benefits and Private Client Departments
Set priorities and manage workflow
Maintain documentation, records, proposals, workflow logs, and manuals
Stay informed about industry information, products, programs, coverages, legislation, and technology
Resolve problems and enhance service in a timely manner
Perform other assigned duties

Requirements

What you’ll need

High school diploma or G.E.D. equivalent required; college degree preferred
2 (two) or more years experience in mid-size brokerage or carrier
Working knowledge of Microsoft Office computer software 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 level of interpersonal skills to handle sensitive and confidential situations
Teamwork, poise, tact, and diplomacy
Fire and Casualty Broker License
Valid Driver License
Full knowledge of Property Casualty lines of coverage and services
Experience with Agency Management Systems and rating procedures
Advanced knowledge of Internet navigation, Windows, Outlook, Word, and Excel
Strong attention to detail and time management abilities
Strong multitasking and prioritization ability
Ability to work effectively independently and in a team environment
Strong written and oral interpersonal communication skills

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
Organ donor/bone marrow donor leave
$1,500 employee referral bonus per hired referral
Employee recognition programs and awards
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
EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation