Senior Commercial Insurance Client Manager

Edgewoodpartnersinsurancecenter; Rancho Cordova (CA); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

PTO

Bonuses

401(k) matching

Health insurance

Job summary

EPIC Insurance Brokers & Consultants' ESPI Programs Division seeks a Senior Client Manager to support Producers in handling middle market to large, complex accounts in the auto dealership and golf course industries. You will coordinate renewals, manage client service, and assist in marketing submissions using Sagitta, ImageRight, and PowerBroker AI.

This role offers a hybrid schedule (3 days in office) from CA offices in Rancho Cordova or Newport Beach, with opportunities across IL and NV

Qualifications

• 5+ years in commercial insurance marketing/placement/brokering.
• Strong communication, problem-solving and relationship-building.
• Client and carrier-facing experience.
• Team-oriented with ability to work independently.

Responsibilities

• Client Service & Relationship Support: Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.
• Marketing & New Business Development Support: Collaborate with Producers to define marketing strategies, target pricing, and carrier selection; prepare submissions.
• Policy Management & Compliance: Maintain client data in Sagitta; coordinate with staff to initiate renewal activities; ensure documents are saved in ImageRight.
• Renewal Process Management: Oversee renewal activities across timelines from 150 to 30 days out and finalize quotes.

Skills

Client management

Communication skills

Team collaboration

Multitasking

Tools

Sagitta

ImageRight

Broker Buddha

PowerBroker AI

Microsoft Office

Job description

JOB OVERVIEW:

The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to large, complex accounts and mostly consists of clients who are in the auto dealership or golf course industries.

Senior Client Manager, you will provide conscientious support to clients and sales teams, focused on middle market to large, complex account management. Success in this role requires strong communication skills, a customer service mindset, and the ability to manage multiple priorities in a fast-paced environment. You will use Microsoft Office (Outlook, Excel, Word, PowerPoint) to manage correspondence, support projects, process documents, and ensure smooth daily operations. A proactive approach, attention to detail, and commitment to excellent service are essential.

LOCATION:

This role requires a hybrid work schedule (3 days a week in office) out of one of the following offices:

• CA - Rancho Cordova or Newport Beach
• IL - Chicago
• NV - Reno

WHAT WE’RE LOOKING FOR:

• REQUIRED: Candidates with at least 5+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professionalcommunication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition,eager to work as a team but also functions well working independently.

WHAT YOU’LL DO:

The Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role manages day-to-day client service needs, coordinates renewals and new business, and ensures accurate policy administration. The Client Manager partners with Producers and support staff but is not the primary presenter of proposals.

Client Service & Relationship Support

• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.
• Support Producers in building and maintaining strong, trust-based client relationships.
• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.

Marketing & New Business Development Support

• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
• Assist in negotiating coverage terms, premiums, and commissions with carriers.
• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.
• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.

Policy Management & Compliance

• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.
• Request binding of coverage and coordinate with support staff to initiate renewal activities.
• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.
• Prepare Broker of Record letters in accordance with established procedures.

Renewal Process Management

• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.
• 90 Days Out: Submit to all identified markets and begin follow-up.
• 60 Days Out: Continue follow-up and provide additional information as needed.
• 30 Days Out: Finalize quotes and prepare proposals for delivery.

WHAT YOU’LL BRING:

• Proven experience in client management, insurance program support, or related roles.
• Strong knowledge of insurance coverages, underwriting, and carrier relationships.
• Excellent communication, organizational, and coordination skills.
• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.

COMPENSATION:

Exempt: The base salary range for this position is $95,000 - $110,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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