Senior Client Manager- Commercial Insurance Real Estate

EPIC Brokers•Los Angeles, CA

21h•$125,000 - $155,000•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring a Senior Client Manager to manage day-to-day service delivery for complex commercial Property & Casualty insurance programs, with a focus on real estate commercial lines. This senior, client-facing individual contributor serves as the primary day-to-day client contact and partners with Producers, Client Executives, Client Advocates, carriers, and internal teams to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive service throughout the insurance lifecycle. The role translates broader client strategies into actionable service plans, provides technical consultation on coverage, contract requirements, policy administration, and risk management, and helps ensure client commitments are completed accurately and on time. The Senior Client Manager also mentors and provides technical guidance to service team members, supports onboarding and training, and contributes to operational excellence, service consistency, and client satisfaction. The position is based in the Newport Beach or Los Angeles, California office, with a hybrid schedule requiring in-office work two days per week. Occasional independent travel to client sites, which may include air travel, is required. The role has a national average base salary range of $125,000 to $155,000, exclusive of bonuses or benefits; the offered base pay depends on experience, skills, training, certifications, education, internal equity, and market data.

Requirements

Advanced knowledge of commercial Property & Casualty insurance, major coverage lines, and complex commercial exposures.
Strong technical ability to analyze policies, endorsements, contracts, loss information, exposure data, and other insurance-related documentation.
Demonstrated experience managing complex renewal and account-service processes.
Strong client relationship, consultation, negotiation, presentation, and communication skills.
Ability to identify coverage and service issues, evaluate alternatives, and recommend appropriate solutions.
Strong analytical and problem-solving skills and sound judgment.
Strong project management, organization, prioritization, and time-management skills.
Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight.
Advanced proficiency in Microsoft Office and applicable agency and document management systems.
Ability to use technology, data, and emerging AI solutions to improve workflows, documentation quality, client deliverables, accuracy, and service efficiency.
Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems.
High level of professionalism, discretion, and commitment to high-quality client experiences.
Generally, at least 7 years of commercial Property & Casualty insurance experience, including significant client-facing account management experience.
Demonstrated experience managing complex middle-market and/or large commercial accounts.
Experience coordinating renewals, analyzing coverage, evaluating insurance programs, and providing consultative client solutions.
Active Property & Casualty Broker License and ability to maintain required licensing through continuing education.
Valid driver’s license.

Nice To Haves

Bachelor’s degree preferred.
Experience providing technical guidance, mentoring, or account leadership to service team members preferred.
Relevant insurance industry designation such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred.

Responsibilities

Serve as the primary day-to-day contact for assigned clients in partnership with the Client Executive and Producer.
Build and maintain client relationships through proactive communication, technical consultation, responsiveness, and follow-through.
Research and respond to questions about coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management.
Review insurance programs to identify coverage gaps, exposure concerns, coverage enhancements, and risk management solutions.
Manage and oversee account servicing, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, and allocations.
Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs.
Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables.
Maintain accurate agency and document management records and comply with quality, documentation, and service standards.
Manage open items, timelines, and client commitments to ensure deliverables are completed accurately and on time.
Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities.
Partner with Claims and carrier resources to support resolution of client claim matters.
Act as an initial escalation point for complex service matters and coordinate further intervention when needed.
Coordinate internal renewal planning meetings, timelines, deliverables, action items, and accountabilities.
Work with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and program performance.
Develop technical analyses and recommendations supporting renewal strategy and program design.
Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up.
Lead collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information.
Coordinate submission development and marketing activities in alignment with established strategy; prepare high-quality marketplace submissions and supporting documentation.
Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives.
Recommend program structure, deductibles, limits, coverage enhancements, and other program considerations.
Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy.
Participate in proposal development and client presentations, providing technical consultation on coverage options and recommendations.
Coordinate binding activities, coverage confirmations, evidence of insurance, and policy issuance.
Oversee policy checking, carrier corrections, and final policy delivery.
Develop billing allocations and coordinate accurate, timely renewal invoicing.
Mentor and provide technical guidance and knowledge-sharing to Client Managers, Account Managers, Assistant Account Managers, and other service team members.
Coordinate and assign account-level service activities consistent with team roles while maintaining accountability for deliverables.
Support onboarding and training through process guidance, account knowledge transfer, and technical instruction.
Share expertise in coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices.
Support departmental initiatives for operational efficiency, service consistency, quality, technology adoption, and employee development.
Foster collaboration among client service, sales, Claims, Risk Control, carriers, and other internal and external partners.

Benefits

Generous paid time off, including 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.
Employee referral bonus program offering $1,500 per hired referral.
Employee recognition programs and awards, including trips.
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.
Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.