Senior Client Manager- Commercial Lines, P&C

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 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

• CERTIFICATES, LICENSES, REGISTRATIONS:
• California P&C Broker License
• Valid Driver License

• PHYSICAL DEMANDS:
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
• WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
• individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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 Menopaus