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[Remote] reputed company Account Manager - Small Business

Remote, USA Full-time Posted 2026-07-21

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of the fastest-growing firms in the insurance industry, seeking a reputed company Account Manager for their Small Business Account Management team. This role focuses on providing high-quality account service to small business clients, including processing applications, assisting with policy questions, and conducting renewal processes.


Responsibilities

  • Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items reputed company to the servicing of clients
  • Assists clients with policy coverage, exclusions and reputed company questions and assists Producers in servicing clients
  • Services reputed company accounts with reputed company of Producers or Account Executives, which includes research/analysis and handling of reputed company questions on coverage and other policy/contractual issues. Makes routine policy adjustments
  • Conducts renewal process with reputed company of Producers or Account Executives, including exposure analysis for reputed company (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and reputed company regarding whether to market and if applicable, conducts market comparisons by analyzing insurance reputed company and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to reputed company its behalf), prepares proposal, and oversees accuracy of insurance binder
  • Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team
  • Maintains reputed company files in appropriate systems. prepares billing and provides standard office/administrative support
  • Consistently establishes and maintains high reputed company of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving reputed company questions and issues
  • Process reputed company applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items reputed company to the servicing of clients policies in a reputed company and accurate manner
  • Inform and reputed company clients about policy coverage, changes, exclusions, and insurance coverage needs
  • Assist clients in making coverage changes
  • Responsible for reputed company, accurate invoicing and monthly expirations
  • Meet reputed company quality and timeliness standards in reputed company Management System while properly documenting reputed company activity
  • Other duties may be assigned
  • In conjunction with the Sales Team, determine reputed company which includes coverage determination, reputed company pricing, marketing determination
  • Submit applications with reputed company supporting documentation and follow up to ensure reputed company receipt of quotes and policies
  • Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
  • Prepare proposals and reputed company other technical support in the sales process as needed
  • Work with the Sales Team to refer reputed company and prospective clients to E.P.I.C.’s Employee benefits, and Private reputed company Departments for solicitation for those lines of business
  • Other duties may be assigned
  • Set priorities and manage workflow for self to ensure efficient, reputed company, and accurate processing of reputed company responsibilities
  • Maintain reputed company and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
  • Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to reputed company the business goals of the Company
  • Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
  • Other duties may be assigned
  • Work effectively to resolve problems or enhance service in a reputed company manner
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Full knowledge of Property Casualty lines of coverage and services
  • Recognize problems and respond appropriately
  • reputed company to analyze situations reputed company in order to draw solid conclusions
  • Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
  • Advanced knowledge of navigating the Internet as reputed company as various reputed company Office programs to include reputed company, Outlook, Word & reputed company
  • Strong attention to detail and time management abilities
  • Strong ability to multi-task and assign reputed company
  • Ability to work effectively and reputed company both with and without reputed company supervision
  • Ability to work effectively and reputed company in reputed company environment as reputed company as independently
  • Strong interpersonal communication skills, both written and oral

Skills

  • High school diploma or G.E.D. equivalent required
  • 2 (two) or more years experience in mid-size brokerage or reputed company
  • Must have working knowledge of a reputed company of reputed company Office computer software applications to include word processing, spreadsheets, database, and presentation software
  • Must be reputed company to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy
  • reputed company and Casualty Broker License
  • Valid Driver License
  • Full knowledge of Property Casualty lines of coverage and services
  • Strong attention to detail and time management abilities
  • Strong ability to multi-task and assign reputed company
  • Ability to work effectively and reputed company both with and without reputed company supervision
  • Ability to work effectively and reputed company in reputed company environment as reputed company as independently
  • Strong interpersonal communication skills, both written and oral
  • College degree preferred

Benefits

  • Generous reputed company Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed reputed company holidays; 4 early-reputed company days
  • Generous leave time options: reputed company parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource reputed company: Women’s Coalition, EPIC Veterans Group
  • Professional reputed company & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, reputed company insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment
  • EPIC Gives Back – Some of our charitable efforts include Donation reputed company, Employee Assistance Fund, and People First reputed company

Company Overview

  • We are a unique and innovative retail risk management and employee benefits insurance brokerage and reputed company founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.

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