Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•San Ramon, CA

18d•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 services commercial insurance clients, supports marketing and sales activities, and manages client workflows and documentation. The position requires full knowledge of Property & Casualty coverage and services, including marine, boat, and yacht knowledge, and the ability to serve a book of business spanning lessors of residential properties (LROs), contractors, manufacturers, and distributors. The description also includes information for a separate Client Executive role; this extraction covers the Senior Client Manager position identified in the first job description.

Requirements

High school diploma or GED equivalent required; a college degree is preferred.
Five to seven years of experience in a midsize brokerage or carrier.
California Property & Casualty Broker License.
Valid driver’s 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.
Knowledge of marine, boat, and yacht insurance.
Ability to manage accounts across different industry verticals, including LROs, contractors, manufacturers, and distributors.
Experience with Agency Management Systems, rating procedures, coverages, and insurance industry operations.
Advanced knowledge of internet navigation and Microsoft Office programs, including Windows, Outlook, Word, and Excel; strong Excel knowledge for premium allocations.
Strong communication skills, including communication with producers, and strong written and oral interpersonal skills.
Ability to analyze situations logically, recognize problems, and respond appropriately.
Strong attention to detail, time management, prioritization, and multitasking skills.
Ability to work effectively and efficiently both independently and in a team, with or without direct supervision.
Ability to handle sensitive and confidential situations with poise, tact, and diplomacy.
Ability to work in a fast-paced environment while managing competing tasks and demands.

Nice To Haves

College degree.
Experience with marine, boat, and yacht lines of coverage beyond the stated knowledge competency.

Responsibilities

Build and maintain client trust through introductions, periodic contact, prompt responses, and resolution of questions and issues.
Process applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other policy-service items accurately and on time.
Explain policy coverage, changes, exclusions, and insurance needs to clients, and assist with coverage changes.
Handle accurate, timely 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 marketing strategy, including coverage, target pricing, and marketing approach.
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 other lines of business.
Set priorities and manage personal 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, cooperate, and share information and guidance to help achieve company business goals.
Stay informed about industry information, product and program developments, coverages, legislation, and technology to improve knowledge and performance.
Resolve problems or improve service in a timely manner.
Maintain expert knowledge and manage competing tasks in a fast-paced environment.

Benefits

Managed PTO without accruals or caps for salaried/exempt employees; 22 PTO days initially 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.