Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•Concord, CA

19d•$100,000 - $108,000•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring a Senior Client Manager for its Commercial Lines, Property & Casualty team. The role may be based in the San Ramon, San Francisco, Concord, or Rancho Cordova, California office, with a hybrid schedule requiring in-office work one to two days per week. The position supports commercial clients by delivering timely, accurate policy service and by working with the Sales Team on coverage strategy, marketing, and placement. The Senior Client Manager builds and maintains client relationships, processes policy-related materials, advises clients about coverage and changes, and ensures accurate documentation and invoicing. The role also coordinates submissions and negotiations with carriers and wholesalers, prepares proposals, and supports referrals to other EPIC departments. The position requires strong property and casualty insurance knowledge, attention to detail, organization, communication, and the ability to manage competing priorities independently and as part of a team. The national average base salary is $100,000 to $108,000, exclusive of bonuses and benefits. The offer depends on experience, skills, training, certifications, education, internal equity, and market data. The position requires a high school diploma or GED and a California P&C Broker License; a college degree is preferred. Five to seven years of experience in a mid-size brokerage or carrier is required.

Requirements

High school diploma or GED equivalent.
Five to seven years of experience in a mid-size brokerage or carrier.
California P&C Broker License.
Valid driver's license.
Full knowledge of Property & Casualty lines of coverage and services.
Strong Excel skills, including for premium allocations.
Working knowledge of Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software.
Experience with Agency Management Systems, rating procedures, coverages, and industry operations.
Ability to manage clients across different industry verticals, including LROs, contractors, manufacturers, and distributors.
Strong communication skills, including the ability to communicate effectively with producers.
Strong attention to detail, time management, and ability to prioritize and multitask.
Ability to work effectively and efficiently with or without direct supervision, both independently and in a team.
Strong interpersonal skills and the ability to handle sensitive and confidential situations with poise, tact, and diplomacy.
Ability to analyze situations logically, recognize problems, and draw sound conclusions.
Ability to work in a fast-paced environment and handle competing tasks and demands.

Nice To Haves

College degree.
Marine, boat, or yacht knowledge.

Responsibilities

Establish and maintain client trust through introductions, periodic contact, and prompt resolution of questions and issues.
Process applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other client policy-service items accurately and on time.
Inform and educate clients about policy coverage, changes, exclusions, and insurance needs, and assist with coverage changes.
Handle timely and accurate invoicing and monthly expirations.
Meet quality and timeliness standards in the Agency Management System and document activity appropriately.
Work with the Sales Team to determine coverage, target pricing, and marketing strategy.
Submit applications with supporting documentation and follow up to obtain quotes and policies promptly.
Negotiate premiums and commissions with underwriters and wholesalers.
Prepare proposals and provide technical support during the sales process as needed.
Refer current and prospective clients to EPIC's Employee Benefits and Private Client Departments for solicitation of those lines of business.
Set priorities and manage workflow to process responsibilities efficiently, accurately, and on time.
Maintain effective relationships with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
Keep proposals, workflow logs, manuals, and other required documentation and records up to date.
Communicate and collaborate effectively, providing information and guidance to help achieve company goals.
Stay informed about industry information, product and program developments, coverages, legislation, and technology.
Resolve problems or enhance service in a timely manner, while managing multiple competing tasks in a fast-paced environment.

Benefits

Managed PTO without accruals or caps for salaried/exempt employees.
22 PTO days starting out for hourly/non-exempt employees.
12 company-observed paid holidays and four early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
$1,500 employee referral bonus for a hired referral.
Employee recognition programs and awards, including trips.
Employee Resource Groups, including Women's Coalition and EPIC Veterans Group.
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.