Hybrid Commercial Lines Client Manager | Growth-Focused

EPIC Brokers; Summit (NJ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager to own service delivery for a portfolio of complex commercial property and casualty accounts. This hybrid role collaborates with Producers, Senior Client Executives, and account teams to manage renewals, servicing, and client communications.

Ideal candidates have 3+ years in P&C client-facing roles, an active broker license, and strong organization. EPIC offers growth, competitive pay, and comprehensive benefits.

Qualifications

• 3+ years of commercial property and casualty insurance experience in a client-facing or servicing role.
• Active Property & Casualty Broker License.
• Professional designations such as CIC, CRM, ARM, or CPCU preferred.
• Valid driver’s license.
• Strong communication and organizational abilities.

Responsibilities

• Serve as a primary day-to-day service partner for assigned clients, ensuring timely, accurate, and consistent delivery of all servicing needs.
• Manage insurance transactions outside of renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
• Respond to client inquiries regarding policy terms, coverage, exclusions, and program details, collaborating with internal subject matter experts as needed.
• Support Producers and Senior Client Executives with client communications, proposals, presentations, and participation in client or prospect meetings.
• Prepare invoices and allocation schedules; proactively investigate and resolve billing questions in coordination with internal stakeholders.
• Maintain accurate, real‑time records in Agency Management Systems to support service quality, compliance, and reporting standards.
• Create and manage open item lists to track deliverables, follow-ups, and outstanding requests across clients, carriers, and internal teams.
• Prepare and maintain schedules of insurance, summaries of insurance, certificates, and coverage illustrations in accordance with client and carrier requirements.
• Monitor accounts receivable and payable activity for assigned accounts and elevate concerns to appropriate team members as needed.
• Utilize carrier portals and third‑party certificate platforms to ensure timely and accurate documentation

Skills

Communication skills

Client focus

Organizational skills

MS Office

Sagitta

ImageRight

CSR24

Team collaboration

Education

Active Property & Casualty Broker License

CIC, CRM, ARM, or CPCU preferred

Tools

Sagitta

ImageRight

CSR24

Job description

EPIC Insurance Brokers & Consultants is seeking a Client Manager to own service delivery for a portfolio of complex commercial property and casualty accounts. This hybrid role collaborates with Producers, Senior Client Executives, and account teams to manage renewals, servicing, and client communications.

Ideal candidates have 3+ years in P&C client-facing roles, an active broker license, and strong organization. EPIC offers growth, competitive pay, and comprehensive benefits.