Client Manager — Commercial P&C Accounts (Hybrid)

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

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.