Senior Client Manager - Commercial Insurance (Hybrid)

EPIC Insurance Brokers & Consultants; San Ramon (CA); Hybrid; USD 100,000 - 108,000; Full time

Benefits offered by this job

Generous PTO and holidays

Paid parental leave and other leave

Employee referral bonus $1,500

Pet Insurance and other benefits

Job summary

EPIC Insurance Brokers & Consultants is hiring a Senior Client Manager for Commercial Lines in California. The role supports servicing complex client accounts, coordinating with sales and underwriters, and handling policy administration in a hybrid office setting (in or near San Ramon, San Francisco, Concord, or Rancho Cordova).

You will manage applications, endorsements, invoicing, and client communications, while expanding relationships across LROs, Contractors, Manufacturers and Distributors

Qualifications

• High school diploma or GED required; college degree preferred.
• 5–7 years experience in mid-size brokerage or carrier.
• Must have working knowledge of Microsoft Office applications.
• Ability to juggle multiple tasks in a fast-paced environment.
• Excellent interaction with clients, carriers, and colleagues.

Responsibilities

• Establish and maintain trust with clients; respond to questions and resolve issues.
• Process all applications, policies, endorsements, mail, binders, schedules, and audits timely.
• Inform clients about policy coverage, changes, and exclusions; assist with changes.
• Ensure timely invoicing and monitor monthly expirations.
• Meet quality and timeliness standards in the Agency Management System.

Skills

Property casualty knowledge

Excel

Communication with producers

Multi-tasking

Interpersonal skills

Education

High school diploma or GED

College degree preferred

Tools

Agency Management Systems

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants is hiring a Senior Client Manager for Commercial Lines in California. The role supports servicing complex client accounts, coordinating with sales and underwriters, and handling policy administration in a hybrid office setting (in or near San Ramon, San Francisco, Concord, or Rancho Cordova).

You will manage applications, endorsements, invoicing, and client communications, while expanding relationships across LROs, Contractors, Manufacturers and Distributors