Client Manager, Commercial Lines

EPIC Brokers•Jersey City, WA

14h•Hybrid

About The Position

The Client Manager is a primary service owner responsible for delivering consistent, high-quality client service and supporting the long-term success of complex commercial property and casualty insurance programs. This client-facing role partners with Producers, Senior Client Executives, and account teams to manage day-to-day service execution, coordinate renewals, and ensure accuracy, responsiveness, and consistency across an assigned book of business. The role manages insurance transactions, responds to client questions about policies and coverage, supports client communications and presentations, and maintains accurate account records and documentation. It also coordinates renewal planning and preparation, including gathering exposure information, supporting submissions and proposals, coordinating policy reviews and binding, and completing post-binding activities. The position is hybrid and is based in Melville, New York; Jersey City, New Jersey; or Summit, New Jersey.

Requirements

At least 3 years of commercial property and casualty insurance experience in a client-facing or servicing role.
Active Property & Casualty Broker License and ability to maintain required continuing education.
Strong written and verbal communication skills, including the ability to explain technical insurance concepts clearly and professionally.
Client-focused approach and strong interpersonal and relationship-building skills.
Strong organization and ability to manage multiple priorities and deadlines in a fast-paced environment.
Proficiency in Microsoft Office and agency systems, including Sagitta, ImageRight, and CSR24.
Self-motivated and detail-oriented, with the ability to work independently and collaboratively.
Valid driver's license.

Nice To Haves

Bachelor's degree preferred.
Professional designations such as CIC, CRM, ARM, or CPCU preferred.

Responsibilities

Serve as a primary day-to-day service partner for assigned clients and deliver timely, accurate, and consistent servicing.
Manage insurance transactions outside renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
Respond to client inquiries about policy terms, coverage, exclusions, and program details, engaging internal subject matter experts as needed.
Support Producers and Senior Client Executives with client communications, proposals, presentations, and participation in client or prospect meetings.
Prepare invoices and allocation schedules, and investigate and resolve billing questions with internal stakeholders.
Maintain accurate, real-time records in Agency Management Systems.
Create and manage open item lists to track deliverables, follow-ups, and outstanding requests.
Prepare and maintain schedules and summaries of insurance, certificates, and coverage illustrations in accordance with client and carrier requirements.
Monitor accounts receivable and payable activity for assigned accounts and escalate concerns as needed.
Use carrier portals and third-party certificate platforms to produce timely and accurate documentation.
Review expiration lists and coordinate internal renewal strategy meetings; document decisions and next steps.
Coordinate client-facing renewal presentations, marketing materials, and strategy documentation.
Analyze current programs and expiring exposures to support renewal planning and data collection.
Request updated exposure information and coordinate responses across client contacts.
Compile loss summaries and supporting documentation for renewals and client requests.
Assist with carrier submissions, proposal development, and negotiation support as directed by the account team.
Manage policy reviews and quality checks, coordinate carrier corrections, and ensure timely delivery of final policies.
Coordinate binding and post-binding activities, including orders to bind, coverage confirmations, certificates, and evidence of insurance.
Obtain premium financing options, prepare renewal invoicing, and complete premium allocation requirements.

Benefits

Managed PTO for salaried/exempt employees, without accruals or caps.
22 PTO days starting out for hourly/non-exempt employees.
12 company-observed paid holidays and 4 early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs and awards.
Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.
The role may be eligible for bonuses.