Commercial Account Manager-Small Business
New
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EPIC BrokersInsurance Brokerage
Remote US-based only, Pacific Time ZoneFull-TimeMiddle
Salary39 - 44.33 USD per hour
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Job Details
- Experience
- 2 (two) or more years experience in mid-size brokerage or carrier
- Required Skills
- Microsoft OfficeAccount Management
Requirements
- High school diploma or G.E.D. equivalent (College degree preferred)
- 2+ years experience in a mid-size brokerage or carrier
- Fire and Casualty Broker License
- Working knowledge of Microsoft Office (Word, Excel, Outlook, presentation software)
- Experience with Agency Management Systems
- Strong interpersonal skills for client communication and team collaboration
- Demonstrated ability to prioritize tasks in a fast-paced environment
- Strong attention to detail
- Proficiency in Property & Casualty lines of coverage
Responsibilities
- Process applications, policies, endorsements, binders, and certificates
- Assist clients with coverage questions and policy adjustments
- Conduct renewal processes including market comparisons and quote evaluation
- Negotiate premium and commission rates with underwriters and wholesalers
- Prepare presentations and proposals for clients
- Maintain accurate client files in Agency Management Systems
- Perform timely and accurate invoicing and monthly expirations
- Collaborate with Sales Team on coverage strategy and target pricing
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