Senior Client Manager- Commercial Lines, P&C

Epic Insurance Brokers and Consultants; San Francisco (CA); Hybrid; USD 110,000 - 140,000; Full time

Job summary

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager for Commercial Lines (P&C) in California with a hybrid work schedule. You will service mid-size client accounts, process policies, and educate clients on coverage changes while collaborating with the Sales team to cross-sell and grow the book.

The role requires 5–7 years of brokerage experience and strong communication skills. The position offers in-office 1–2x per week with opportunities across the CA offices.

Qualifications

• High school diploma or GED required.
• College degree preferred.
• 5–7 years experience in mid-size brokerage or carrier.

Responsibilities

• Establishes and maintains high levels of trust with clients through regular contact and prompt issue resolution.
• Processes applications, policies, endorsements, incoming mail, binders, schedules and other servicing items timely and accurately.
• Educates clients about policy coverages, changes, exclusions and needs; assists with coverage changes.
• Ensures timely invoicing and monitors monthly expirations.
• Meets quality and timeliness standards in the Agency Management System; documents all activity.
• Other duties as assigned.

Skills

Client relations

Communication skills

Attention to detail

Time management

Team collaboration

Education

High school diploma or GED

College degree preferred

Tools

Excel

Job description

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!

SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C

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
• Marine/Boat/Yacht knowledge
• 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 kno