Senior Client Manager- Commercial Lines, P&C

Epic-Insurance-Brokers-; San Francisco (CA); Híbrido; USD 90.000 - 120.000; Tempo integral

Resumo da vaga

EPIC Insurance Brokers & Consultants in San Francisco seeks a Senior Client Manager for Commercial Lines (P&C). You will service clients, manage applications, endorsements, certificates, and provide coverage education while maintaining accuracy and timely invoicing.

You will partner with the sales team to market placements, negotiate with underwriters, prepare proposals, and support growth across lines for Contractors, Manufacturers, and Distributors. A fast-paced, client-focused role awaits.

Qualificações

• 5–7 years experience in mid-size brokerage or carrier.
• High school diploma or GED; college degree preferred.
• Experience with Microsoft Office applications.
• Ability to juggle multiple tasks in a fast-paced environment.
• Strong interpersonal skills and professional communication.

Responsabilidades

• Service: establish trust with clients, respond promptly, and resolve questions.
• Process applications, endorsements, invoices, binders, schedules, certificates, audits, and related items.
• Educate clients about policy coverage, changes, exclusions, and needs; assist in changes.
• Ensure timely invoicing and monitor expirations.
• Meet quality and timeliness standards in the Agency Management System; document activity.
• Other duties may be assigned.
• Marketing: assist sales with strategy, pricing, and marketing determinations.
• Negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide technical support in the sales process.
• Refer clients to Employee Benefits and Private Client departments when appropriate.
• Develop workflow and maintain records; communicate with carriers and vendors.
• Stay informed on industry developments to improve performance.

Conhecimentos

Client management

Communication skills

Excel knowledge

Negotiation

Time management

Team collaboration

Agency Management System

Attention to detail

Multitasking

Industry knowledge

Formação

High school diploma or GED

College degree preferred

Ferramentas

Microsoft Office

Agency Management System

Descrição da vaga

Senior Client Manager- Commercial Lines, P&C

100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION

The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.

THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:

Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.

Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine

KEY COMPETENCIES

Full knowledge of Property Casualty lines of coverage and services;

Strong Excel knowledge for Premium Allocations

Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors

Great communication skills with producers

Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions

Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;

Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;

Strong ability to multi-task and assign priority;

Ability to work effectively and efficiently both with and without direct supervision;

Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral

EDUCATION and/or EXPERIENCE

High school diploma or G.E.D. equivalent required. College degree preferred.

5-7 years experience in mid-size brokerage or carrier.

Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Must have high level of interpersonal skills to handle sensitive and confidential situations.