Commercial Account Manager- Small Business
WFA Digital Insight
The demand for skilled account managers in the insurance industry has grown significantly, with a 25% increase in remote job postings over the past year. As the industry continues to evolve, companies like Epic Insurance Brokers and Consultants are seeking talented professionals to provide top-notch service to their small business clients. With a strong focus on core values like owner mindset and driving results, Epic Insurance is an attractive choice for those looking to make a meaningful impact in their careers. Candidates with expertise in Adjust and Excel are in high demand, and this role offers a unique opportunity to work with a wide range of clients and develop a deep understanding of the insurance market.
Job Description
About the Role
The Commercial Account Manager position at Epic Insurance Brokers and Consultants is a remote opportunity to join a dynamic team of professionals dedicated to providing exceptional service to small business clients. As a key member of the account management team, you will be responsible for handling a wide range of tasks, from processing applications and policies to providing expert guidance on policy coverage and exclusions. With a strong focus on building trust and confidence with clients, you will be the primary point of contact for many of our valued customers.The ideal candidate will have a strong background in insurance account management, with a proven track record of delivering high-quality service and driving results. You will be working closely with our team of producers and account executives to ensure seamless delivery of our services and to identify new opportunities for growth and development.
What You Will Do
- Process applications, policies, endorsements, and other related documents in a timely and accurate manner
- Provide expert guidance on policy coverage, exclusions, and related questions to clients and internal stakeholders
- Conduct renewal processes, including exposure analysis, market comparisons, and negotiations with underwriters and wholesalers
- Maintain accurate and up-to-date client files and records
- Develop and maintain strong relationships with clients, producers, and account executives
- Prepare presentations, proposals, and other materials to support business development efforts
- Participate in meetings with prospective clients and internal stakeholders to drive growth and expansion
- Stay up-to-date with industry developments and trends, and apply this knowledge to drive innovation and improvement in our services
- Collaborate with internal teams to identify and pursue new business opportunities
- Provide support and guidance to junior team members and contribute to the development of best practices and procedures
What We Are Looking For
- 2+ years of experience in insurance account management or a related field
- Strong knowledge of insurance products and services, including policy coverage and exclusions
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
- Proficiency in Adjust and Excel, with the ability to learn and adapt to new systems and technologies
- Strong analytical and problem-solving skills, with the ability to drive results and growth
- Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork
- Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously
- Bachelor's degree in a related field, such as business, finance, or insurance
Nice to Have
- Experience working with small business clients or in a related industry
- Knowledge of marketing and sales principles, with the ability to contribute to business development efforts
- Certification in insurance or a related field, such as CPCU or ARM
- Experience with agency management systems and other insurance-related software
- Strong understanding of industry trends and developments, with the ability to apply this knowledge to drive innovation and improvement
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a dynamic and growing company
- Flexible and remote work arrangements, with the ability to work from anywhere
- Professional development and growth opportunities, with a strong focus on training and education
- Collaborative and supportive team environment, with a strong focus on teamwork and camaraderie
- Access to cutting-edge technology and systems, with the ability to learn and adapt to new tools and platforms
- Recognition and reward for outstanding performance, with a strong focus on driving results and growth
How to Stand Out
- Develop a strong understanding of insurance products and services, including policy coverage and exclusions, to provide expert guidance to clients and internal stakeholders
- Build a portfolio of your work, including examples of your ability to drive results and growth in previous roles
- Prepare to talk about your experience with Adjust and Excel, and be ready to demonstrate your proficiency in these systems
- Research the company and the role, and be prepared to ask informed questions during the interview process
- Be prepared to discuss your salary expectations and negotiate a fair and competitive offer
- Look for opportunities to contribute to business development efforts and drive growth and expansion, and be prepared to discuss your ideas and strategies during the interview process
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