EPIC Insurance Brokers & Consultants
Commercial Account Manager
EPIC Insurance Brokers & Consultants, San Francisco, California, United States, 94199
Commercial Account Manager
EPIC Insurance Brokers & Consultants invites you to apply for the Commercial Account Manager position. EPIC, founded in 2007 and headquartered in San Francisco, has over 3,000 employees nationwide and a strong presence across the U.S. Our core values—Owner mindset, Inspire trust, Think big, and Drive results—guide how we serve clients and grow as a team.
Location:
Any EPIC Brokers office; 1 day a week in the office is required.
What You’ll Do
Process applications, policies, endorsements, binders, certificates and audit requests during non‑renewal periods.
Assist clients with policy coverage, exclusions, and related questions and support Producers in client service.
Service client accounts under the oversight of Producers or Account Executives, including research/analysis and handling client questions on coverage and contractual issues, and making routine policy adjustments.
Conduct renewal processes with Producers or Account Executives, including exposure analysis, market comparisons, quote evaluation, premium negotiation, proposal preparation, and binder accuracy.
Provide support to Producers and Account Executives by preparing presentations, proposals, and participating in client meetings.
Maintain client files and billing systems, ensuring timely and accurate invoicing and monthly expirations.
Meet quality and timeliness standards in the Agency Management System and document all activities.
Other duties as assigned.
Marketing & Sales Support
Coordinate with the Sales Team on strategy, coverage determination, and pricing.
Submit applications with proper documentation and follow up for timely quotes and policies.
Negotiate premiums and commissions with underwriters and wholesalers.
Prepare proposals and provide technical support in the sales process.
Refer clients to EPIC’s Employee Benefits and Private Client Departments.
Manage workflow, maintain client relationships, and keep proposals up‑to‑date.
Continuously improve knowledge of industry developments, products, pricing, and legislation.
Other duties as assigned.
What You’ll Bring
High school diploma or G.E.D.; college degree preferred.
At least 2 years of experience in a mid‑size brokerage or carrier.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and database applications.
Strong interpersonal skills for sensitive and confidential situations, with demonstrated poise, tact, and diplomacy.
Ability to thrive in a fast‑paced, multi‑tasking environment and work both independently and as part of a team.
Certificates, Licenses, Registrations
California Fire and Casualty Broker License
Valid Driver License
The national average annual salary for this role is $88,000.00 – $90,000.00, exclusive of bonuses or benefits. Base pay will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data.
Why EPIC
Generous paid time off (Managed PTO for salaried employees, 22 PTO days for hourly staff, 12 company‑observed paid holidays, 4 early‑close days).
Generous leave options: paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs, including awards and trips.
Employee Resource Groups such as Women’s Coalition and EPIC Veterans Group.
Professional growth & development: mentorship program, tuition reimbursement, leadership development.
Unique benefits: pet insurance, identity theft & fraud protection, legal planning, family planning, menopause & midlife support.
401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs.
50/50 work culture fostering collaboration between producers and the rest of the business.
Corporate giving: Donation Connection, Employee Assistance Fund, People First Foundation.
Top 10 property/casualty agency per “Insurance Journal.”
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills, or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. Diversity drives innovation and creates an environment where employees are empowered, helping us deliver the best outcomes to our clients.
California applicants: view your privacy rights at
California Privacy Notice .
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
#J-18808-Ljbffr
Location:
Any EPIC Brokers office; 1 day a week in the office is required.
What You’ll Do
Process applications, policies, endorsements, binders, certificates and audit requests during non‑renewal periods.
Assist clients with policy coverage, exclusions, and related questions and support Producers in client service.
Service client accounts under the oversight of Producers or Account Executives, including research/analysis and handling client questions on coverage and contractual issues, and making routine policy adjustments.
Conduct renewal processes with Producers or Account Executives, including exposure analysis, market comparisons, quote evaluation, premium negotiation, proposal preparation, and binder accuracy.
Provide support to Producers and Account Executives by preparing presentations, proposals, and participating in client meetings.
Maintain client files and billing systems, ensuring timely and accurate invoicing and monthly expirations.
Meet quality and timeliness standards in the Agency Management System and document all activities.
Other duties as assigned.
Marketing & Sales Support
Coordinate with the Sales Team on strategy, coverage determination, and pricing.
Submit applications with proper documentation and follow up for timely quotes and policies.
Negotiate premiums and commissions with underwriters and wholesalers.
Prepare proposals and provide technical support in the sales process.
Refer clients to EPIC’s Employee Benefits and Private Client Departments.
Manage workflow, maintain client relationships, and keep proposals up‑to‑date.
Continuously improve knowledge of industry developments, products, pricing, and legislation.
Other duties as assigned.
What You’ll Bring
High school diploma or G.E.D.; college degree preferred.
At least 2 years of experience in a mid‑size brokerage or carrier.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and database applications.
Strong interpersonal skills for sensitive and confidential situations, with demonstrated poise, tact, and diplomacy.
Ability to thrive in a fast‑paced, multi‑tasking environment and work both independently and as part of a team.
Certificates, Licenses, Registrations
California Fire and Casualty Broker License
Valid Driver License
The national average annual salary for this role is $88,000.00 – $90,000.00, exclusive of bonuses or benefits. Base pay will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data.
Why EPIC
Generous paid time off (Managed PTO for salaried employees, 22 PTO days for hourly staff, 12 company‑observed paid holidays, 4 early‑close days).
Generous leave options: paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs, including awards and trips.
Employee Resource Groups such as Women’s Coalition and EPIC Veterans Group.
Professional growth & development: mentorship program, tuition reimbursement, leadership development.
Unique benefits: pet insurance, identity theft & fraud protection, legal planning, family planning, menopause & midlife support.
401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs.
50/50 work culture fostering collaboration between producers and the rest of the business.
Corporate giving: Donation Connection, Employee Assistance Fund, People First Foundation.
Top 10 property/casualty agency per “Insurance Journal.”
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills, or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. Diversity drives innovation and creates an environment where employees are empowered, helping us deliver the best outcomes to our clients.
California applicants: view your privacy rights at
California Privacy Notice .
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
#J-18808-Ljbffr