Senior Client Manager- Commercial Insurance Real Estate

EPIC Brokers•Newport Beach, CA

1d•$125,000 - $155,000•Hybrid

About The Position

The Senior Client Manager is a senior, client-facing individual contributor responsible for managing day-to-day service delivery for complex commercial Property & Casualty insurance programs, with a focus on real estate commercial lines. The role works closely with Producers, Client Executives, Client Advocates, carrier partners, and internal resources to execute client strategies, coordinate renewals, analyze exposures, and provide responsive, high-quality service throughout the insurance lifecycle. The Senior Client Manager serves as the primary day-to-day client contact and provides technical consultation on coverage, contract requirements, policy administration, and risk management solutions. In alignment with the Client Executive and Producer, the role translates broader client strategies into actionable service plans, manages account-level deliverables, and ensures client commitments are completed accurately and on time. The role also provides mentoring, technical guidance, and knowledge-sharing to service team members, while contributing 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 twice a week. The national average base salary is $125,000 to $155,000, exclusive of bonuses or benefits; the offer depends on experience, skills, training, certifications, education, internal equity, and market data.

Requirements

Advanced knowledge of commercial Property & Casualty insurance, including 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 recognize 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 experience in client-facing account management.
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.
Ability to travel independently to client sites, which may include occasional air travel.

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 client contact for assigned accounts in partnership with the Client Executive and Producer.
Build and maintain client relationships through proactive communication, technical consultation, responsiveness, and follow-through.
Research and answer client questions about coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management.
Review client insurance programs and identify coverage gaps, exposure concerns, enhancements, and risk management solutions.
Manage 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 deliverables.
Maintain complete and accurate agency and document management system records and meet quality, documentation, and service standards.
Manage open items, service timelines, and client commitments to complete deliverables 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 with appropriate colleagues when needed.
Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities.
Work with the Client Executive and Producer to assess loss experience, exposure changes, market conditions, coverage structure, and program performance.
Develop technical analyses and recommendations to support 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 line with the established strategy, and prepare 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, when 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 remaining accountable for assigned 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 department initiatives involving 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 stakeholders.

Benefits

Generous paid time off, including 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 4 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.
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.