Client Manager, Commercial Lines

edgewoodpartnersinsurancecenter; The Meadows North (GA); On-site; USD 55,000 - 85,000; Full time

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager to support Producers and the account team in delivering top-tier client service for a diverse book of business, with a strong focus on commercial property and casualty insurance.

The role requires strong communication and organizational skills, 3–5 years of client-facing P&C experience, and a high school diploma or GED (bachelor's preferred). Professional designations are a plus, and a Property & Casualty Broker License is required.

Qualifications

• High school diploma or GED required; bachelor's degree preferred.
• 3–5 years of commercial property and casualty insurance experience in a client-facing role.
• Professional designations (CIC, CRM, ARM, CPCU) preferred.
• Property and Casualty Broker License is required.

Responsibilities

• Manage client service delivery for renewal and policy periods for a book of business.
• Support Producers and Client Executives with presentations, proposals, and meetings with prospective clients.
• Prepare and review insurance programs, summaries, and coverage illustrations.
• Coordinate invoicing, client allocations, and resolve billing issues with team support.
• Maintain Agency Management Systems in real time and ensure proactive deliverables.
• Assist with renewals, strategy meetings, and post-binding processes.

Skills

Verbal communication

Written communication

Interpersonal skills

Multitasking

Independent work

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Microsoft Office

Sagitta

ImageRight

CSR24

Job description

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!

LOCATION :Carmel or Terrhaute, Indiana (hybrid-3 days a week)

JOB OVERVIEW:

The Client Manager works with and supports Producers and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships.

WHAT YOU'LL DO:

Client Service:

• Ensure timely and consistent review of expiration list.
• Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.
• Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
• Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.
• Provides standard office/administrative support as needed.
• Maintains Agency Management Systems in real time.
• Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.
• Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.
• Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
• Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
• Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.
• Access/manage third party certificate sites and carrier websites.
• Other duties may be assigned.

Renewals:

• Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting.
• Document meeting and subsequent next-steps with internal team.
• Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.
• Prepare and review current program and expiring exposures for information gathering process with client.
• Request updated exposures from client and coordinate client responses with multiple client contacts as required.
• Compile loss summaries for renewals and on ad-hoc basis as required.
• Support submission process as required by assigned accounts.
• Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.
• Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
• Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.
• Obtain premium financing options, invoice the renewal and premium allocations.
• Other duties may be assigned.

WHAT YOU'LL BRING:

• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required; bachelor's degree preferred.
• 3 - 5 years of commercial property and casualty insurance experience in a client-facing role.
• Professional designations (CIC, CRM, ARM, CPCU) preferred.

CERTIFICATES, LICENSES, REGISTRATIONS :

• Property and Casualty Broker License
• Valid Driver's License

COMPENSATION:

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