Senior Client Manager- Commercial Lines, P&C

EPIC Brokers•San Francisco, CA

18d•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring a Senior Client Manager to provide commercial Property & Casualty insurance service and marketing support. 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 maintains client relationships, handles policy service and related documentation, advises clients on coverage, and works with the Sales Team on marketing strategy, submissions, negotiations, and proposals. The role supports a varied book of business that includes lessors’ risk, contractors, manufacturers, and distributors, and requires marine/boat/yacht knowledge. The position also entails managing workflow and documentation, collaborating with internal and external contacts, and keeping insurance expertise current. Client travel may be required, including occasional air travel. EPIC reports a national average base salary of $100,000 to $108,000, exclusive of bonuses and benefits. The offered base pay depends on experience, skills, training, certifications, education, internal equity, and market data.

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’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.
Marine, boat, or yacht knowledge.
Ability to manage a book spanning multiple industry verticals, including lessors’ risk, contractors, manufacturers, and distributors.
Experience with Agency Management Systems, rating procedures, coverages, and insurance industry operations.
Advanced knowledge of internet navigation and Microsoft Office applications, including Windows, Outlook, Word, and Excel; strong Excel skills for premium allocations.
Strong communication skills, including communication with producers; strong written and oral interpersonal communication skills.
Ability to recognize problems, analyze situations logically, and draw sound conclusions.
Strong attention to detail, time management, and prioritization skills, with the ability to multitask.
Ability to work effectively and efficiently both independently and in a team environment, with or without direct supervision.
Ability to handle sensitive and confidential situations with poise, tact, and diplomacy.

Nice To Haves

College degree.
Experience with Marine, boat, or yacht coverage.

Responsibilities

Build and maintain client trust through introductions and periodic contact, and promptly respond to and resolve client questions and issues.
Process applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other client policy service items accurately and on time.
Educate clients about policy coverage, changes, exclusions, and insurance needs, and assist with coverage changes.
Prepare accurate and 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 strategy.
Submit applications with supporting documentation and follow up to ensure timely receipt of quotes and policies.
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 to ensure efficient, timely, 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 information, products and programs, coverage, legislation, and technology to improve knowledge and performance.
Work effectively to resolve problems or improve service in a timely manner.
Manage competing tasks and demands in a fast-paced environment and maintain expert knowledge.

Benefits

Managed PTO for salaried/exempt employees, without accruals or caps.
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 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.