Senior Client Manager- Commercial Insurance Real Estate

EPIC Brokers•Newport Beach, CA

9d•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring a Senior Client Manager to manage day-to-day service delivery for complex commercial Property & Casualty insurance programs, with a focus on real estate commercial lines. This senior, client-facing individual contributor serves as the primary day-to-day contact for assigned clients and partners with Producers, Client Executives, Client Advocates, carrier partners, and internal teams to execute client strategies, coordinate renewals, analyze exposures, and provide responsive service throughout the insurance lifecycle. The role is based in the Newport Beach or Los Angeles, California office, with a hybrid schedule requiring in-office work twice per week. The Senior Client Manager provides technical consultation on coverage, contractual requirements, policy administration, and risk management solutions. In coordination with the Client Executive and Producer, the role translates broader client strategies into service plans, manages account-level deliverables, and ensures client commitments are completed accurately and on time. The position also provides mentoring and technical guidance to service team members and contributes to operational excellence, service consistency, and client satisfaction. The position requires advanced commercial P&C insurance knowledge, significant client-facing account management experience, an active Property & Casualty Broker License, and a valid driver’s license. A bachelor's degree is preferred. The national average base salary is $125,000 to $155,000, exclusive of bonuses or benefits; the offer is determined based on experience, skills, training, certifications, education, internal equity, and market data. The role may require independent travel to client sites, including occasional 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 quality, client deliverables, accuracy, and service efficiency.
Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems.
Professionalism, discretion, and commitment to high-quality client experiences.
Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant experience in a client-facing account management role.
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.
Experience providing technical guidance, mentoring, or account leadership to service team members.
Relevant insurance industry designation such as CPCU, ARM, CIC, CRM, CRIS, or equivalent.

Responsibilities

Serve as the primary day-to-day client contact and deliver an aligned client experience 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 to identify coverage gaps, exposure concerns, potential enhancements, and risk management solutions.
Manage account service 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 internal and external resources to address client needs.
Prepare and review insurance schedules, coverage summaries, benchmarking information, stewardship reports, presentations, and other client deliverables.
Maintain accurate agency-management and document-management records and comply with quality, documentation, and service standards.
Track open items, service timelines, and client commitments to support accurate and timely completion.
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 issues and coordinate further intervention when needed.
Coordinate renewal planning meetings and manage 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.
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 strategy set by the Client Executive and Producer.
Prepare submissions and supporting documentation for the insurance marketplace.
Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives.
Recommend program structures, deductibles, limits, coverage enhancements, and other program considerations.
Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy.
Participate in proposal development and client presentations, providing technical guidance 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 and 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 on coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices.
Support initiatives to improve 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 partners.

Benefits

Generous paid time off, including managed PTO for salaried/exempt employees; 22 starting PTO days 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.
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.