Hybrid Client Manager - Commercial P&C Accounts

EPIC Brokers; Dallas (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Referral bonus

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants seeks a Client Manager in Dallas to support Producers and client executives, managing service delivery for a book largely comprised of Charter Schools. The role is client-facing and team-focused, delivering program-level strategy and consulting to clients.

The position emphasizes relationship management, renewals, and cross-selling opportunities. A strong background in commercial property and casualty is required, with collaboration across the account team.

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.

Skills

Commercial Insurance

Customer service

Communication

Organization

Motivation

Teamwork

Education

Bachelor's degree

Broker's license

Insurance designation

Tools

Sagitta

Image Right

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants seeks a Client Manager in Dallas to support Producers and client executives, managing service delivery for a book largely comprised of Charter Schools. The role is client-facing and team-focused, delivering program-level strategy and consulting to clients.

The position emphasizes relationship management, renewals, and cross-selling opportunities. A strong background in commercial property and casualty is required, with collaboration across the account team.