Senior Client Manager- Commercial Lines, P&C

Senior Client Manager role in Commercial Lines Property & Casualty insurance at EPIC Insurance Brokers & Consultants, responsible for client service, marketing and sales support, and servicing of client policies in a hybrid work schedule with in-office attendance 1-2 times a week.

Responsibilities

Establish and maintain client trust and confidence, responding to and resolving client questions and issues; Process applications, policies, endorsements, binders, schedules, certificates, audits and other policy servicing items accurately and on time; Inform and educate clients about policy coverage, changes, exclusions and coverage needs; Responsible for timely, accurate invoicing and monthly expirations; Meet quality and timeliness standards in the Agency Management System and document all activity; In conjunction with the Sales Team, determine strategy including coverage determination, target pricing and marketing; Submit applications with supporting documentation and follow up on quotes and policies; Negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide technical support in the sales process; Refer current and prospective clients to Employee Benefits and Private Client Departments; Set priorities and manage workflow; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers and vendors; Maintain up-to-date proposals, workflow logs, manuals and records; Stay informed on industry information, product developments, coverages, legislation and technology

Requirements

High school diploma or G.E.D. equivalent; 5-7 years experience in mid-size brokerage or carrier; California P&C Broker License; Valid Driver License; Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations; Marine/Boat/Yacht knowledge; Ability to manage different industry verticals; Great communication skills with producers; Ability to recognize problems, respond appropriately and analyze situations logically; Experience with Agency Management Systems, rating procedures, coverages, and industry operations; Advanced knowledge of the Internet and Microsoft Office (Windows, Outlook, Word & Excel); Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively with and without direct supervision; Ability to work effectively in a team environment as well as independently; Strong interpersonal communication skills, both written and oral; Ability to work in a fast-paced environment; High level of interpersonal skills to handle sensitive and confidential situations

Nice to have

College degree preferred

Benefits

Generous Paid Time Off; Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days; Paid parental leave; Pregnancy disability and bonding leave; Organ donor/bone marrow donor leave; Employee referral bonus of $1,500 per hired referral; Employee recognition programs and awards; Employee Resource Groups (Women's Coalition, EPIC Veterans Group); Mentorship Program; Tuition Reimbursement Program; Leadership Development; Pet Insurance; Identity Theft & Fraud Protection Coverage; Legal Planning; Family Planning; Menopause & Midlife Support; 401(k) matching; Medical insurance; Dental insurance; Vision insurance; Wellness & employee assistance programs