Senior Account Manager, Commercial Lines

 LOCATION: Hybrid, Needham, MA 

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW: Responsible for managing accounts of our largest commercial clients and providing an outstanding level of customer service to clients, carriers and producers. 

Critical Job Functions:

• Ultimately directs, manages and controls all aspects of their client’s insurance needs
• Manages renewal process from start through close
• Attends pre-renewal meetings and discusses renewal exposures and strategy with CMA team.
• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client’s current program is best product option for accounts.
• Negotiates renewals with incumbent carriers and reviews quotes for accuracy.
• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system
• Verifies policy and policy changes information, facilitating corrections when necessary
• Fields and responds promptly to inquiries from client, carriers, Producers, Account Executives, attorneys and accountants
• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed
• Prioritizes workflow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations
• Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Contributes to a team effort by accomplishing related results as needed

Skills & Qualifications:

• State Brokers License
• Advanced insurance designation
• Minimum Eight (8) years account management experience in an agency setting-Commercial Insurance
• Develops strong working relationships with internal resources such as claims and marketing and external relationships with underwriters and carriers.  Can look for and introduce new carrier appointments and wholesale relationship as needed
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
• Excellent communication and diplomacy skills to resolve client issues; be able to communicate and execute resolutions
• Must be able to communicate with all levels of staff and management at client’s office, including CEO, CFO, Accountants and Attorneys
• Excellent problem-solving ability using creative, logical and analytical approaches
• A resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.  
• Can assist with training of others \
• Brings vision and natural leadership skills to department and/or organization.
• Articulate, well organized and focused
• Goal oriented and highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as in a team environment. 

Education:  Bachelor’s Degree, preferred

Technology:  Proficient in Microsoft Office, Agency Management Systems such as Sagitta (can be trained on)

COMPENSATION: 

The national average salary for this role is $100 000.00 - $125 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. 

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid 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 paid holidays; 4 early-close days
• Generous leave time options: Paid 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 Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & 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, vision 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. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

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. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.