Client Manager, Commercial P&C Accounts

Epic Insurance Brokers and Consultants

Addison (TX)

Hybrid

USD 65,000 - 90,000

Full time

6 days ago

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Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager to support Producers, Client Advocates, Client Executives, and the account team in delivering service across renewal and policy periods for a Charter Schools book. This client-facing role focuses on relationship growth, program-level strategy, and proactive consulting to clients.

Location: hybrid work from Dallas, Austin or Houston with 3 days in the office.

Qualifications

Minimum three (3) year prior Commercial Insurance experience.
Strong customer service skills with an ability to assess insurance coverage needs.
Excellent communication and diplomacy skills to resolve client issues.
Articulate, well organized, and focused.
Goal oriented and highly motivated and resourceful to achieve results.
Ability to work independently, as well as in a team environment.

Responsibilities

Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines.
Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right.
Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner.
Assume ownership of customer concerns and feedback until a successful resolution is achieved.
Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services.
Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross-selling.
Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
Work well within the team and contribute to the team effort by openly sharing insurance knowledge.