Commercial Insurance Client Manager
About The Position
The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. As a Client Manager, you will provide conscientious support to clients and sales teams, focused on middle market to large, complex account management. Success in this role requires strong communication skills, a customer service mindset, and the ability to manage multiple priorities in a fast-paced environment. You will use Microsoft Office (Outlook, Excel, Word, PowerPoint) to manage correspondence, support projects, process documents, and ensure smooth daily operations. A proactive approach, attention to detail, and commitment to excellent service are essential. This role requires a hybrid work schedule out of our Rancho Cordova (CA) office, 3 days a week in office.
Requirements
- At least 5+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing.
- Well-versed in all lines of coverage.
- Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
- Strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
- Positive and outgoing disposition, eager to work as a team but also functions well working independently.
- Proven experience in client management, insurance program support, or related roles.
- Strong knowledge of insurance coverages, underwriting, and carrier relationships.
- Excellent communication, organizational, and coordination skills.
- Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.
- Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
- Demonstrated ability to work collaboratively within a team and support multiple stakeholders.
Responsibilities
- Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.
- Support Producers in building and maintaining strong, trust-based client relationships.
- Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.
- Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
- Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
- Assist in negotiating coverage terms, premiums, and commissions with carriers.
- Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.
- Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.
- Maintain accurate and up-to-date client data in the Sagitta Agency Management System.
- Request binding of coverage and coordinate with support staff to initiate renewal activities.
- Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.
- Prepare Broker of Record letters in accordance with established procedures.
- Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
- Submit to early-accepting carriers; review loss summaries with Producer.
- Submit to all identified markets and begin follow-up.
- Continue follow-up and provide additional information as needed.
- Finalize quotes and prepare proposals for delivery.
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
- Paid parental leave
- Pregnancy disability and bonding leave
- 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
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
