Client Manager- Commercial P&C Accounts

EPIC Insurance Brokers & Consultants; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

401(k) matching

Medical insurance

Career growth opportunities

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager to support Producers, Client Advocates, Client Executives and the account team. This role manages client service delivery during renewal and policy periods on a book largely comprised of Charter Schools, focusing on Property & Casualty relationships.

This client-facing, team-focused position requires strong service skills, coordination and proactive problem solving.

Qualifications

• Bachelor’s degree preferred; experience equivalence considered.
• Strong customer service skills to assess insurance coverage needs.
• Excellent communication and diplomacy skills to resolve client issues.
• Articulate, well organized, and focused.
• Goal oriented and highly motivated to achieve results.
• Ability to work independently and in a team.

Responsibilities

• Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner.
• Maintain proper file documentation including all 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 to ensure timely processing.
• Own customer concerns and feedback until resolution.
• Review client exposures, loss experience and current coverage; provide proactive solutions and services.
• Remarket accounts; consider current program and propose other options.
• Assist with solicitation of new accounts and retention; look for cross-sales opportunities.
• Comply with internal procedures and maintain service standards.
• Collaborate with team and share insurance knowledge.

Skills

Commercial insurance experience

Customer service

Communication skills

Organization

Motivation

Team collaboration

Education

Bachelor’s degree preferred

Broker’s license required

Insurance designation preferred

Tools

Sagitta

Microsoft Office

Job description

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!

SUMMARY

The Client Manager works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. 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. This position is a client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.

Location: This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in 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 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!

SUMMARY

The Client Manager works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. 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. This position is a client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.

Location: This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office.

Come join our team!

Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

Skills & 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

Educational requirement

• Bachelor’s degree preferred - experience equivalent will be considered
• Broker’s license is required
• Insurance designation preferred
• Technology: Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus.

The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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!

WHY EPIC

• 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.