Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•San Ramon, 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 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 position supports commercial insurance clients by delivering timely, accurate service and maintaining strong client relationships. It also works with the Sales Team on marketing strategy, submissions, negotiations, proposals, and referrals to other EPIC departments. The position requires managing competing priorities, maintaining accurate records, keeping technical knowledge current, and collaborating effectively with clients, coworkers, carriers, wholesalers, and vendors. The advertised national average base salary is $100,000 to $108,000, exclusive of bonuses and benefits. The offered base pay may vary based on experience, skills, training, certifications, education, internal equity, and market data.

Requirements

High school diploma or GED equivalent required.
Five to seven years of experience in a mid-size brokerage or carrier.
California Property & Casualty Broker License.
Valid driver's 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 a book spanning industry verticals such as lessors' risk only (LROs), contractors, manufacturers, and distributors.
Strong communication skills, including communication with producers.
Ability to recognize problems, analyze situations logically, and reach sound conclusions.
Experience with Agency Management Systems, rating procedures, coverages, and insurance industry operations.
Advanced ability to navigate the Internet and use Microsoft Windows, Outlook, Word, and Excel.
Strong attention to detail and time-management skills.
Ability to multitask and prioritize effectively.
Ability to work effectively with or without direct supervision, independently and as part of a team.
Strong written and oral interpersonal communication skills.
Ability to work in a fast-paced environment and manage multiple competing tasks and demands.
Strong interpersonal skills for handling sensitive and confidential situations, with poise, tact, diplomacy, and teamwork.

Nice To Haves

College degree preferred.

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 client policy service items accurately and on time.
Inform and educate clients about coverage, policy changes, exclusions, and insurance needs, and assist with coverage changes.
Prepare accurate, timely invoices and monthly expirations.
Meet Agency Management System quality and timeliness standards 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 obtain quotes and policies promptly.
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 for other lines of business.
Set priorities and manage personal workflow to process responsibilities efficiently and accurately.
Maintain effective working 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 and collaborate effectively, providing information and guidance as needed to support company goals.
Stay informed about industry developments, products, programs, coverages, legislation, and technology to improve knowledge and performance.
Resolve problems and enhance service in a timely manner.
Manage multiple competing tasks and demands in a fast-paced environment.
Maintain expert knowledge relevant to the role.

Benefits

Managed paid time off for salaried/exempt employees, without accruals or caps.
Twenty-two paid time off days starting out for hourly/non-exempt employees.
Twelve 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 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.