Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•San Francisco, 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 can be based in the San Ramon, San Francisco, Concord, or Rancho Cordova, California office and follows a hybrid schedule, with in-office work one to two 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 and transactions, advises clients about coverage, and coordinates marketing and placement activities with the Sales Team. It also requires managing workflow, maintaining accurate documentation, collaborating with colleagues and external business contacts, and keeping current with industry developments. The role involves a mix of account types, including lessors’ risk only (LRO), contractors, manufacturers, and distributors, as well as marine, boat, or yacht business. The position requires a California P&C Broker License, a valid driver’s license, a high school diploma or GED, and 5–7 years of experience in a mid-size brokerage or carrier. A college degree is preferred. The posted national average base salary is $100,000–$108,000, exclusive of bonuses and benefits. EPIC describes its work arrangement as hybrid, with office attendance one to two days per week, and offers paid time off and holidays, leave options, professional development, insurance and other benefits.

Requirements

High school diploma or GED equivalent required.
5–7 years of experience in a mid-size brokerage or carrier.
California P&C Broker License.
Valid driver’s license.
Working knowledge of Microsoft Office applications, including word processing, spreadsheets, databases, and presentation software.
Full knowledge of Property and Casualty lines of coverage and services.
Strong Excel knowledge for premium allocations.
Experience with marine, boat, or yacht insurance knowledge.
Ability to manage accounts across different industry verticals, including LROs, 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 knowledge of the Internet and Microsoft Office programs, including Windows, Outlook, Word, and Excel.
Strong attention to detail and time-management skills.
Ability to multitask, set priorities, and work efficiently with or without direct supervision, both independently and in a team environment.
Strong written and oral communication and interpersonal skills, including the ability to communicate effectively with producers.
Ability to recognize problems and analyze situations logically to draw sound conclusions.
Ability to work in a fast-paced environment and handle competing tasks and demands.
High level of interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy.
Ability to travel independently to clients; some air travel may be required.
Physical ability to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear; close and color vision and ability to adjust focus are required.

Nice To Haves

College degree preferred.

Responsibilities

Build and maintain client trust through introductions, periodic contact, and prompt responses to and resolution of client questions and issues.
Process applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other client-policy servicing items accurately and on time.
Inform and educate clients about policy coverage, changes, exclusions, and insurance needs; assist with coverage changes.
Prepare accurate, timely invoices 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, target pricing, and marketing strategies.
Submit applications with supporting documentation and follow up to secure 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 related business solicitation.
Set priorities and manage workflow to process responsibilities efficiently, accurately, and on time.
Maintain effective working relationships with clients, coworkers, carriers, wholesalers, vendors, and other business contacts.
Maintain current proposals, workflow logs, manuals, records, and other required documentation.
Communicate and collaborate effectively, providing information and guidance 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.
Manage multiple competing tasks and demands in a fast-paced environment.
Maintain expert knowledge relevant to the position.

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.
Employee referral bonus of $1,500 per hired referral.
Employee recognition programs and awards, 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 programs, and employee assistance programs.
Hybrid work schedule with in-office attendance one to two days per week.