Client Manager, Commercial Lines

EPIC Brokers • Carmel, IN

3d • Hybrid

About The Position

The Client Manager works with and supports Producers and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships.

Requirements

• Strong verbal and written communication skills.
• Service-oriented with excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).
• Self-motivated, detail-oriented, and able to work independently.
• High school diploma or G.E.D. equivalent required.
• 3 – 5 years of commercial property and casualty insurance experience in a client-facing role.
• Property and Casualty Broker License
• Valid Driver's License

Nice To Haves

• bachelor’s degree preferred.
• Professional designations (CIC, CRM, ARM, CPCU) preferred.

Responsibilities

• Ensure timely and consistent review of expiration list.
• Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.
• Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
• Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.
• Provides standard office/administrative support as needed.
• Maintains Agency Management Systems in real time.
• Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.
• Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.
• Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
• Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
• Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.
• Access/manage third party certificate sites and carrier websites.
• Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting.
• Document meeting and subsequent next-steps with internal team.
• Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.
• Prepare and review current program and expiring exposures for information gathering process with client.
• Request updated exposures from client and coordinate client responses with multiple client contacts as required.
• Compile loss summaries for renewals and on ad-hoc basis as required.
• Support submission process as required by assigned accounts.
• Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.
• Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
• Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.
• Obtain premium financing options, invoice the renewal and premium allocations.

Benefits

• 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, Cancer 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED