Client Manager, Commercial Lines

EPIC Brokers•Jersey City, NJ

6h•$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 the long-term success of complex commercial property and casualty insurance programs. This client-facing position 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 is suited to a detail-oriented professional with strong technical insurance knowledge, excellent organizational skills, and a proactive service mindset. The Client Manager manages client relationships and serves as a key connection between clients, carriers, and internal teams. The position is hybrid and is listed for Melville, New York; Jersey City, New Jersey; and Summit, New Jersey. It is exempt, with a stated base salary range of $75,000–$85,000. Actual compensation depends on factors including experience, skills, training, certifications, education, internal equity, and market data. The role may also be eligible for bonuses and a comprehensive benefits package.

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 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.

Nice To Haves

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

Responsibilities

Serve as the primary day-to-day service partner for assigned clients and deliver timely, accurate, consistent servicing.
Manage insurance transactions outside renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
Respond to client questions about policy terms, coverage, exclusions, and program details, working with 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; 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 among clients, carriers, and internal teams.
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 provide timely, accurate documentation.
Review expiration lists and coordinate internal renewal strategy meetings with account and broking teams; 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 ad hoc 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 invoices, and complete premium allocations.

Benefits

Managed PTO for salaried/exempt employees without accruals or caps; hourly/non-exempt employees start with 22 PTO days.
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 of $1,500 per hired referral.
Employee recognition programs and awards, including trips.
Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
Pet insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.
Employee Resource Groups, including Women’s Coalition and EPIC Veterans Group.