Commercial Account Manager – Small Commercial

EPIC Insurance Brokers & Consultants

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

Posted 10/6/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $39 - $44 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Property Casualty insurance coverage, client servicing, and agency management processes. Proficient in maintaining client relationships, managing workflows, and ensuring compliance with industry standards.

Highest-signal resume keywords

Property Casualty KnowledgeAgency Management Systems ExperienceCalifornia Property & Casualty LicenseClient Relationship ManagementAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ProcessingCoverage AnalysisRenewal ManagementPremium NegotiationDocumentation Management

Soft Skills

Interpersonal CommunicationTime ManagementProblem SolvingTeam CollaborationIndependent Work

Tools & Technologies

Microsoft OfficeWindowsOutlookWordExcel

Certifications & Qualifications

California Property & Casualty LicenseHigh School Diploma or GED

Industry Keywords

Client ServicingInsurance CoverageBrokerage OperationsCarrier RelationshipsIndustry Trends

About the role

Key responsibilities & impact

Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other client-servicing items
Assist clients with policy coverage questions and identify coverage gaps or additional needs
Work with Producers to address client service needs
Renew and retain assigned accounts and conduct renewal processes
Provide clients with additional coverage options
Maintain client files and provide office/administrative support
Maintain carrier relationships and monitor carrier and industry changes
Establish and maintain client trust through regular contact and prompt issue resolution
Document activities and meet quality and timeliness standards in the Agency Management System
Inform and educate clients about coverage, changes, exclusions, and insurance needs
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 or order policies from underwriters
Set priorities and manage workflow for efficient, accurate processing
Maintain current client records, workflow tasks, manuals, and required documentation
Resolve problems and enhance service in a timely manner
Stay informed about industry trends, products, coverages, legislation, and technology

Requirements

What you’ll need

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

Benefits

Comp & perks

22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Managed PTO for salaried/exempt employees without accruals or caps
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 inclusion
EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation