Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•Concord, 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 1–2 days per week. The Senior Client Manager provides client service and marketing support for commercial insurance accounts. The position builds and maintains client relationships, processes policy-related materials, explains coverage and changes, supports coverage adjustments, and manages invoicing and expirations. In conjunction with the Sales Team, the role develops marketing strategies, submits applications, negotiates with underwriters and wholesalers, prepares proposals, and refers clients to other EPIC departments where appropriate. The manager also maintains accurate records and workflows, coordinates with internal and external contacts, keeps current with industry developments, and manages competing priorities in a fast-paced environment. The role requires comprehensive knowledge of Property & Casualty coverage and services, strong communication and organizational skills, and experience with agency management systems and Microsoft Office. Marine, boat, or yacht knowledge is relevant, as is the ability to manage a book spanning LROs, contractors, manufacturers, and distributors. The position requires a California P&C Broker License and a valid driver’s license. A high school diploma or GED is required; a college degree is preferred. The posting states a national average base salary of $100,000–$108,000, exclusive of bonuses and benefits. The work includes independent travel to clients, with some air travel potentially required. The work environment is typically moderately noisy, with no or very limited exposure to physical risk. EPIC describes benefits including paid time off, paid holidays, leave options, referral bonuses, recognition programs, employee resource groups, professional development, tuition reimbursement, insurance and other benefit programs, and 401(k) matching.

Requirements

High school diploma or GED equivalent required.
5–7 years of experience in a mid-size brokerage or carrier.
California Property & Casualty Broker License.
Valid driver’s license.
Working knowledge of Microsoft Office computer 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 a book containing varied industry verticals, including LROs, contractors, manufacturers, and distributors.
Experience with agency management systems, rating procedures, coverages, and insurance industry operations.
Knowledge of Microsoft Office programs, including Windows, Outlook, Word, and Excel.
Strong attention to detail, time management, prioritization, and multitasking abilities.
Ability to work effectively with and without direct supervision, and independently and in a team environment.
Strong written and oral interpersonal communication skills.
Ability to handle sensitive and confidential situations with poise, tact, and diplomacy.
Ability to travel independently to clients; some air travel may be required.

Nice To Haves

College degree preferred.
Marine, boat, or yacht knowledge.

Responsibilities

Build and maintain client trust through introductions, periodic contact, and prompt resolution of questions and issues.
Process applications, policies, endorsements, mail, binders, schedules, certificates, audits, and other client policy-service items accurately and on time.
Educate clients about coverage, policy changes, exclusions, and insurance needs, and assist with coverage changes.
Ensure timely, 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, pricing, and marketing strategies.
Submit applications with supporting documentation and follow up on quotes and policies.
Negotiate premiums and commissions with underwriters and wholesalers.
Prepare proposals and provide technical support during the sales process.
Refer current and prospective clients to EPIC’s Employee Benefits and Private Client Departments when appropriate.
Set priorities and manage personal workflow to process responsibilities efficiently and accurately.
Maintain effective relationships with clients, coworkers, carriers, wholesalers, vendors, and other business contacts.
Keep proposals, workflow logs, manuals, records, and other required documentation current.
Communicate and collaborate effectively to help achieve company goals.
Stay informed about industry information, product and program developments, coverages, legislation, and technology.
Resolve problems or improve service in a timely manner.
Maintain expert knowledge and manage multiple competing tasks and demands in a fast-paced environment.

Benefits

Managed PTO for salaried/exempt employees without accruals or caps; 22 starting PTO days 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 awards and programs, 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.