Senior Client Manager- Commercial Insurance Real Estate

EPIC Brokers•Los Angeles, CA

10d•Hybrid

About The Position

The Senior Client Manager is a senior, client-facing individual contributor responsible for the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. The role partners with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver 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 client strategies into account-level service plans, manages deliverables, and helps ensure commitments are completed accurately and on time. The role also mentors service team members and contributes to operational excellence, consistency, and client satisfaction. The position may be based in the Newport Beach or Los Angeles, California office and follows a hybrid schedule, with in-office work two days per week. The national average base salary is $125,000–$155,000, exclusive of bonuses and benefits; the offered base pay depends on experience, skills, training, certifications, education, internal equity, and market data. The position requires occasional independent travel to client sites, which may include air travel.

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 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, deliverables, accuracy, and service efficiency.
Ability to quickly develop proficiency in internal, carrier, and client-service systems.
Professionalism, discretion, and commitment to high-quality client experiences.
Generally, seven or more 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 designations 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 and identify potential coverage gaps, exposure concerns, enhancements, and risk management solutions.
Manage account servicing activities, 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 resources to address client needs.
Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client deliverables.
Maintain accurate agency and document management system records and ensure work meets quality, documentation, and service standards.
Manage open items, service timelines, and 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.
Serve as an initial escalation point for complex service matters and coordinate broader intervention with appropriate colleagues.
Coordinate 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.
Prepare for external renewal strategy meetings, provide technical consultation, document decisions, and coordinate 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 strategy set by the Client Executive and Producer.
Prepare submissions and supporting documentation for the marketplace.
Analyze carrier quotations, terms, conditions, exclusions, pricing, and program alternatives.
Recommend program structures, deductibles, limits, coverage enhancements, and other program considerations.
Support carrier negotiations and negotiate coverage terms, conditions, and pricing when appropriate 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 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 initiatives focused on operational efficiency, service consistency, quality, technology adoption, and employee development.
Promote collaboration among client service, sales, Claims, Risk Control, carriers, and other stakeholders.

Benefits

Generous paid time off, including managed PTO 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.
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.
Charitable giving initiatives, including Donation Connection, Employee Assistance Fund, and People First Foundation.