Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•Rancho Cordova, 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 serves commercial insurance clients by handling policy service, explaining coverage, resolving questions, and coordinating marketing and placement activities with the Sales Team. The position also manages workflow and documentation, maintains effective relationships with clients and business partners, and keeps current on insurance products, coverage, legislation, and technology. The posting describes the company as having more than 4,000 employees nationwide. The role calls for broad Property & Casualty insurance knowledge, including experience with marine/boat/yacht coverage and a varied book of LRO, contractor, manufacturer, and distributor clients. Candidates should be able to manage competing priorities in a fast-paced environment and work effectively both independently and collaboratively. A high school diploma or GED is required; a college degree is preferred. The posting requires five to seven years of experience in a mid-size brokerage or carrier, a California P&C Broker License, and a valid driver license. Travel independently to clients is required, and some air travel may be necessary. The stated national average base salary is $100,000 to $108,000, exclusive of bonuses and benefits. EPIC lists paid time off, paid holidays, leave options, an employee referral bonus, recognition programs, employee resource groups, professional development, tuition reimbursement, various insurance and support benefits, and 401(k) matching.

Requirements

High school diploma or GED equivalent required; college degree preferred.
Five to seven years of experience in a mid-size brokerage or carrier.
California Property & Casualty Broker License.
Valid driver license.
Working knowledge of Microsoft Office software, including word processing, spreadsheets, databases, and presentation software.
Full knowledge of Property & Casualty lines of coverage and services.
Strong Excel knowledge for premium allocations.
Marine, boat, or yacht knowledge.
Ability to manage different industry verticals, including LROs, contractors, manufacturers, and distributors.
Experience with Agency Management Systems, rating procedures, coverages, and insurance industry operations.
Advanced ability to navigate the Internet and use Microsoft Office programs, including Windows, Outlook, Word, and Excel.
Strong communication skills, including the ability to communicate effectively with producers.
Ability to recognize problems, respond appropriately, analyze situations logically, and draw sound conclusions.
Strong attention to detail, time management, and prioritization skills, including the ability to multitask.
Ability to work effectively and efficiently with or without direct supervision, independently and in a team environment.
Strong written and oral interpersonal communication skills.
Ability to work in a fast-paced environment while managing competing tasks and demands.
High interpersonal skills for handling sensitive and confidential situations, with poise, tact, and diplomacy.

Nice To Haves

College degree.
Experience with marine, boat, or yacht insurance coverage.

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.
Inform clients about coverage, policy changes, exclusions, and coverage needs, and assist with coverage changes.
Ensure 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 marketing strategy, including coverage, target pricing, and marketing approach.
Submit applications with supporting documentation and follow up to obtain quotes and policies on time.
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 personal workflow for efficient and accurate processing of responsibilities.
Maintain effective 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, cooperate, and provide information and guidance to help achieve company business goals.
Stay informed about industry developments, products, programs, coverages, legislation, and technology to improve knowledge and performance.
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 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 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 & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.