Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•Rancho Cordova, 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 Senior Client Manager supports commercial insurance clients by providing accurate, timely service and coordinating marketing and policy activities with the Sales Team and insurance partners. The position serves a varied book of business, including lessors’ risk, contractors, manufacturers, and distributors, and calls for knowledge of marine, boat, and yacht coverage. The role requires strong client and producer communication, organization, prioritization, and the ability to work independently and collaboratively in a fast-paced environment. California P&C Broker and valid driver licenses are required. The position may involve independent travel to clients and occasional air travel.

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 license.
Working knowledge of Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software.
Full knowledge of Property & Casualty lines of coverage and services.
Strong Excel knowledge for premium allocations.
Ability to manage different industry verticals, including lessors’ risk, contractors, manufacturers, and distributors.
Experience with Agency Management Systems, rating procedures, coverages, and industry operations to manage, maintain, and write assigned clients and prospects.
Advanced ability to navigate the internet and use Microsoft Office programs, including Windows, Outlook, Word, and Excel.
Strong communication skills with producers, including written and oral communication.
Strong attention to detail, time management, multitasking, and prioritization abilities.
Ability to work effectively with or without direct supervision and both independently and as part of a team.
Ability to work in a fast-paced environment while managing competing tasks and demands.
Strong interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy.

Nice To Haves

College degree.
Marine, boat, or yacht knowledge.

Responsibilities

Build and maintain client trust through introductions, periodic contact, prompt responses, and resolution of client questions and issues.
Process applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other policy-servicing items accurately and promptly.
Inform and educate clients about policy coverage, changes, exclusions, and insurance needs, and assist with coverage changes.
Prepare accurate invoices and monthly expirations on time.
Meet quality and timeliness standards in the Agency Management System and properly document all activity.
Work with the Sales Team to determine coverage, target pricing, and marketing strategy.
Submit applications with supporting documentation and follow up to ensure timely receipt of quotes and policies.
Negotiate premiums and commissions professionally 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 personal workflow to process responsibilities efficiently, accurately, and on time.
Maintain effective working relationships with clients, coworkers, 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, sharing information and guidance as needed to help achieve company goals.
Stay informed about industry information, product and program developments, coverages, legislation, and technology to improve knowledge and performance.
Resolve problems or enhance service in a timely manner and maintain expert knowledge.

Benefits

Managed paid time off for salaried/exempt employees, without accruals or caps.
22 paid time off 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 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 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.