Client Manager, Commercial Lines

EPIC Brokers; New York (NY); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Generous PTO

Bonuses

401(k) matching

Medical/dental/vision

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager in New York to independently manage day-to-day service delivery for an assigned book of commercial Property & Casualty clients. You will coordinate service activity, renewals, and client communications to ensure accuracy, responsiveness, and accountability across all servicing needs.

This role emphasizes direct client service ownership and renewal coordination, with opportunities to contribute to policy lifecycle management,

Qualifications

• High school diploma/GED required; bachelor’s preferred.
• 3–5 years commercial P&C experience.
• Active P&C license.
• Professional designations preferred (CIC, CRM, ARM, CPCU).

Responsibilities

• Owns day-to-day servicing for assigned accounts; respond to client inquiries with guidance and follow-up.
• Support renewal planning and execution; organize internal strategy meetings and ensure timely delivery.
• Manage mid-term transactions: applications, endorsements, binders, audits, certificates.
• Prepare invoices; monitor AR/AP; investigate billing discrepancies and escalate issues.
• Maintain real-time documentation in agency management systems and carrier portals.

Skills

Communication

Organization

MS Office

Client relations

Education

Bachelor’s degree preferred

High school diploma/GED required

Tools

Agency management systems

Job description

1140 Avenue of the Americas 8th Floor, New York, NY 10036

LOCATION: Hybrid, New York, NY (Flexible for remote if not near the office).

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 New York City and founded in 2007, our company has over 4,000 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!

Role Summary:

The Client Manager independently manages day‑to‑day service delivery for an assigned book of commercial Property & Casualty clients, coordinating service activity, renewals, and client communications. This role ensures accuracy, responsiveness, and accountability across all servicing needs.

Role Differentiator: This is the first role with direct client service ownership and accountability for service execution and renewal coordination.

KEY RESPONSIBILITIES

• Client Service Ownership & Relationship Support: Owns day‑to‑day servicing for assigned accounts, responding to client inquiries with clear guidance and follow‑through, coordinating internal partners, and delivering a consistently high‑quality experience across routine and time‑sensitive needs. Develop relationship with client and participate in meetings.
• Renewal Coordination & Marketing Support: Support Client Executive with renewal planning and execution by organizing internal strategy meetings, managing exposure and loss data, supporting submission and proposal development, and ensuring renewal materials are accurate, organized, and delivered on schedule.
• Policy Lifecycle & Coverage Documentation: Manages mid‑term transactions including applications, endorsements, binders, audits, certificates, and evidence of insurance; supports policy review, quality checks, and carrier corrections to reduce rework and downstream issues.
• Billing, Invoicing & Financial Stewardship: Prepares invoices and allocation schedules, monitors AR/AP activity, investigates billing discrepancies, and escalates issues appropriately to protect client relationships and ensure financial accuracy.
• Systems, Workflow & Vendor/Carrier Navigation: Maintains accurate real‑time documentation in Agency Management Systems, tracks open items across clients, carriers, and vendors, and uses carrier portals and third‑party certificate platforms to keep deliverables complete, current, and compliant.

Skills & Requirements

• Professional Skills: Strong communication and organization; ability to explain technical concepts clearly; disciplined prioritization; strong accountability; proficiency in Microsoft Office and agency systems.
• Education & Licensing: High school diploma/GED required; bachelor’s preferred; 3–5 years commercial P&C experience; active P&C license; professional designations preferred (CIC, CRM, ARM, CPCU).
• Typical Next Role: Senior Client Manager
• Performing Well in Role: Delivers high‑value service by balancing quality and speed, gathering accurate information to resolve discrepancies, maintaining constructive dialogue with clients and partners, recognizing issues early, and driving open items to closure through strong organization and accountability
• Growth Focus: Strengthen analytical thinking by connecting exposures, documentation, and service activity to prevent downstream issues; improve conflict handling by identifying root causes; and continue refining planning and prioritization across renewal and mid‑term demands.
• Readiness Defined As: Readiness for Senior Client Manager is demonstrated when the Client Manager independently manages more complex accounts with minimal escalation, identifies issues and opportunities early, communicates clearly across stakeholders, and consistently meets service standards while balancing competing deadlines.

COMPENSATION:

Exempt: The base salary range for this position is $90,000 – $100,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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
• 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”

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.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.