Commercial Account Manager – Small Business

EPIC Insurance Brokers & Consultants

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

Posted 11/3/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $39 - $44 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Property Casualty lines of coverage, client servicing, and agency management processes. Proficient in maintaining client relationships, managing workflows, and utilizing technology to enhance service delivery.

Highest-signal resume keywords

Property Casualty KnowledgeAgency Management Systems ExperienceCalifornia Property & Casualty LicenseStrong Interpersonal Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ProcessingCoverage AnalysisRenewal ManagementPremium NegotiationDocumentation ManagementInternet NavigationMicrosoft Office ProficiencyData EntryWorkflow ManagementClient Relationship Management

Soft Skills

Problem SolvingTime ManagementMultitaskingTeam CollaborationIndependent Work

Tools & Technologies

Agency Management SystemCarrier WebsitesMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Certifications & Qualifications

California Property & Casualty LicenseHigh School Diploma or GED

Industry Keywords

Client ServicingInsurance BrokerageCoverage OptionsUnderwritingIndustry Trends

About the role

Key responsibilities & impact

Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, incoming mail, schedules, and other client-servicing items
Assist clients with policy coverages, related questions, coverage gaps, and coverage changes
Work with Producers to fulfill client service needs
Renew and retain assigned accounts and conduct renewal processes
Provide clients with additional coverage options
Maintain client files, records, workflow tasks, manuals, and required documentation
Maintain carrier relationships and monitor carrier and industry changes
Establish and maintain client trust through introductions, periodic contact, prompt responses, and issue resolution
Meet quality and timeliness standards in the Agency Management System and document activity
Work with the Placement Department and Producers to transition new business
Submit renewal applications and supporting documentation and follow up on quotes and policies
Enter policy information into carrier websites for quote options when needed
Negotiate premiums and commissions with underwriters and wholesalers
Present quote options to clients and Producers
Bind and issue policies through carrier websites or order policies from underwriters
Set priorities and manage workflow for efficient, timely, and accurate processing
Maintain effective relationships with clients, coworkers, carriers, wholesalers, vendors, and other contacts
Stay informed about industry trends, products, coverages, legislation, and technology
Resolve problems or enhance service in a timely manner

Requirements

What you’ll need

Full knowledge of Property Casualty lines of coverage and services
Ability to recognize problems and respond appropriately
Ability to analyze situations logically and draw solid conclusions
Experience with Agency Management Systems, rating procedures, coverages, and industry operations
Advanced knowledge of Internet navigation and Microsoft Office, including Windows, Outlook, Word, and Excel
Strong attention to detail and time management abilities
Strong ability to multitask and assign priorities
Ability to work effectively with and without direct supervision
Ability to work effectively in a team environment and independently
Strong written and oral interpersonal communication skills
High school diploma or GED equivalent required; college degree preferred
Two or more years of experience in a mid-size brokerage or carrier
Working knowledge of Microsoft Office applications including word processing, spreadsheets, databases, and presentation software
Ability to work in a fast-paced environment and manage multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations
California Property & Casualty License
Valid driver license
Ability to travel independently to clients; some air travel may be required

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, 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
Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation