Client Manager, Commercial Lines

EPIC Brokers • New York, NY

12h • $90,000 - $100,000 • Hybrid

About The Position

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!

Requirements

• Active P&C license (or willing to get one)
• 2 + years working with Property & Casualty lines of coverage and services
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Advanced knowledge of Microsoft Office programs
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently 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
• Project a professional image in action and appearance
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Able to effectively interface with internal and external customers
• Able to handle confidential information with maximum discretion
• Able to understand business principles and apply them accordingly
• Detail-oriented, organized, efficient, and proactive
• Excellent written/verbal communication skills including communicating complex financial information
• High level of accountability and flexibility
• High-touch client orientation
• Open and willing to receive and give constructive critique
• Analytical skills

Nice To Haves

• Bachelor’s degree in insurance, business or related field preferred
• Insurance Designation preferred or willingness to attain one.

Responsibilities

• Provide support to Client Executives as needed
• Perform research/analysis and handling of wide variety of client/broker questions on coverage/eligibility and government reporting compliance
• Assist Client Executives with renewals from beginning to end, including quote reviews and proposal preparation
• Process endorsements and audits per client requests
• Conduct policy reviews, making necessary corrections and ensure timely policy delivery to insureds
• Conduct market comparisons by analyzing insurance rates and renewal information
• Deliver certificates of insurance and auto IDs and renewal and upon insureds request
• Assist with preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
• Assist with input and maintenance of Agency Management System
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Delegates certain administrative tasks to Junior Account Managers as needed and oversees said tasks

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, 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