Commercial Account Manager – Small Business

EPIC Insurance Brokers & Consultants

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

Posted 11/2/2026full-timeRemote • United StatesJuniorMid-Level💰 $28 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client servicing, policy analysis, and negotiation within the insurance industry, while maintaining strong attention to detail and effective communication skills. Proficient in managing client relationships and workflow documentation in Agency Management Systems.

Highest-signal resume keywords

Client Relationship ManagementPolicy Analysis and Coverage EvaluationNegotiation of Premiums and CommissionsAgency Management Systems ExperienceFire and Casualty Broker License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy Coverage AnalysisExposure AnalysisQuote EvaluationBilling and InvoicingProperty Casualty KnowledgeInsurance Binder PreparationMarket ComparisonRenewal Process ManagementDocumentation ManagementResearch and Analysis

Soft Skills

Interpersonal SkillsTeamworkAttention to DetailTime ManagementCommunication Skills

Tools & Technologies

Microsoft OfficeAgency Management SystemsWindowsOutlookExcel

Certifications & Qualifications

Fire and Casualty Broker LicenseValid Driver License

Industry Keywords

Insurance BrokerageClient ServicingPolicy ExclusionsMarket StrategyLegislation Awareness

About the role

Key responsibilities & impact

Process applications, policies, endorsements, binders, certificates, audit requests, 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 negotiation of premium and commission rates
Prepare proposals and oversee insurance binder accuracy
Support Producers and Account Executives with presentations, proposals, and prospective-client meetings
Maintain client files and workflow documentation in appropriate systems
Prepare billing, invoicing, and monthly expirations
Establish and maintain client relationships and resolve client questions and issues
Meet quality and timeliness standards in the Agency Management System
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
Refer clients to EPIC’s Employee Benefits and Private Client Departments
Manage priorities and workflow while maintaining current proposals, logs, manuals, 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 level of interpersonal skills for 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, rating procedures, coverages, and industry operations
Advanced knowledge of Internet navigation, Windows, Outlook, Word, and Excel
Strong attention to detail and time management
Ability to prioritize and multitask
Ability to work 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, awards, and trips
Employee Resource Groups: Women’s Coalition and 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 charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation