Senior Commercial Insurance Programs Manager

EPIC Insurance Brokers & Consultants; Rancho Cordova (CA); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Paid time off

Parental leave

Job summary

EPIC Insurance Brokers & Consultants in California seeks a Senior Client Manager to provide focused service to middle market to large, complex accounts within the ESPI Program Division. You will support Producers, manage renewals and new business, and ensure accurate policy administration using Sagitta, ImageRight, and PowerBroker AI.

The role requires strong client communication, relationship-building, and coordination skills, with a hybrid work schedule and opportunities to contribute to

Qualifications

• 5+ years of commercial insurance marketing/placement/brokering experience with both client and carrier-facing duties.
• Strong communication, problem-solving and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• 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.
• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
• Collect and analyze client data (loss runs, exposures, contractual requirements) to prepare 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.
• Maintain accurate client data in Sagitta; request binding of coverage and coordinate renewal activities.
• Prepare Broker of Record letters and ensure proper documentation and workflow.

Skills

Client management

Insurance program support

Communication

Relationship-building

Team collaboration

Microsoft Office

Tools

Sagitta

ImageRight

Broker Buddha

PowerBroker AI

Job description

EPIC Insurance Brokers & Consultants in California seeks a Senior Client Manager to provide focused service to middle market to large, complex accounts within the ESPI Program Division. You will support Producers, manage renewals and new business, and ensure accurate policy administration using Sagitta, ImageRight, and PowerBroker AI.

The role requires strong client communication, relationship-building, and coordination skills, with a hybrid work schedule and opportunities to contribute to