Client Manager, Commercial Lines | Hybrid NYC

EPIC Insurance Brokers & Consultants; 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

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,