Hybrid Senior Client Manager - Commercial Lines (P&C)

EPIC Insurance Brokers & Consultants; San Francisco (CA); Hybrid; USD 160,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager for Commercial Lines, P&C in San Francisco. The role offers a hybrid schedule with 1-2 days in the office, located at 100 Montgomery Street and surrounding CA offices.

You will manage client relationships, coordinate service, and support sales through pricing, proposals, and coordination with benefits and private client teams. The ideal candidate brings strong knowledge of Property & Casualty lines, excellent communication,

Qualifications

• High school diploma or GED required; college degree preferred.
• 5-7 years experience in mid-size brokerage or carrier.
• Must be proficient with Microsoft Office: Word, Excel, PowerPoint.
• Ability to juggle multiple tasks in a fast-paced environment.
• Strong interpersonal skills for sensitive and confidential situations.

Responsibilities

• Service: build trust with clients, process applications/policies/endorsements, inform clients about coverage changes, ensure timely invoicing and expirations, maintain documentation, and assist with other duties.
• Marketing: assist with pricing/marketing strategy, submit applications with documentation, negotiate premiums/commissions, support sales with proposals, refer clients to employee benefits and private client lines.
• Personal & Organizational Development: manage workflow, maintain relationships with clients and vendors, keep records updated, communicate effectively, stay informed on industry developments, resolve problems promptly.
• Education/Experience: require high school diploma, 5-7 years brokerage experience, proficiency with Office apps, ability to multitask, strong interpersonal skills.

Skills

Property casualty knowledge

Excel for premium allocations

Industry verticals management

Strong communication

Team collaboration

Education

High school diploma

College degree preferred

Tools

Agency Management Systems

Job description

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager for Commercial Lines, P&C in San Francisco. The role offers a hybrid schedule with 1-2 days in the office, located at 100 Montgomery Street and surrounding CA offices.

You will manage client relationships, coordinate service, and support sales through pricing, proposals, and coordination with benefits and private client teams. The ideal candidate brings strong knowledge of Property & Casualty lines, excellent communication,