Client Manager, Commercial Lines

EPIC Brokers•Summit, NJ

2h•$75,000 - $85,000•Hybrid

About The Position

The Client Manager is a primary service owner responsible for delivering consistent, high-quality client service and supporting complex commercial property and casualty insurance programs over the long term. 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 involves managing client service needs and insurance transactions, responding to coverage and policy questions, supporting client communications and presentations, and maintaining account records and documentation. It also coordinates renewal planning and execution, including gathering exposure information, preparing renewal materials, supporting submissions and negotiations, reviewing policies, and coordinating binding and post-binding activities. The position is hybrid 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.
Valid driver’s license.
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 organizational skills 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, detail-oriented, and able to work independently and collaboratively.

Nice To Haves

Bachelor’s degree.
Professional designation such as CIC, CRM, ARM, or CPCU.

Responsibilities

Serve as a primary day-to-day service partner for assigned clients, delivering timely, accurate, and consistent service.
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, consulting internal subject matter experts as needed.
Support Producers and Senior Client Executives with client communications, proposals, presentations, and client or prospect meetings.
Prepare invoices and allocation schedules, and investigate and resolve billing questions with internal stakeholders.
Maintain accurate, current records in Agency Management Systems for service quality, compliance, and reporting.
Create and manage open-item lists to track deliverables, follow-ups, and outstanding requests across clients, carriers, and internal teams.
Prepare and maintain schedules of insurance, summaries of insurance, certificates, and coverage illustrations according to 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 provide timely and accurate documentation.
Review expiration lists and coordinate internal renewal strategy meetings; document decisions and next steps.
Coordinate preparation of 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 multiple client contacts.
Compile loss summaries and supporting documentation for renewals and ad hoc client requests.
Assist with carrier submissions, proposal development, and negotiation support as directed by the account team.
Manage policy review 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 invoices, 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.
$1,500 employee referral bonus for each hired referral.
Employee recognition programs and awards, including trips.
Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.
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 and a comprehensive benefits package.