Senior Client Manager- Commercial Lines, P&C

Senior Client Manager role at EPIC Insurance Brokers & Consultants in San Ramon, CA, with a hybrid schedule (in office 1-2x a week). The role covers Property & Casualty client service, marketing and placement support, and coordination with the Sales Team.

Responsibilities

Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs and assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; In conjunction with the Sales Team, determine strategy including coverage determination, target pricing, and marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits and Private Client Departments; Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Stay informed about industry information, new product/program developments, coverages, legislation, and technology; Work effectively to resolve problems or enhance service in a timely manner; Ability to work in a fast-paced environment while juggling multiple competing tasks and demands

Requirements

High school diploma or G.E.D. equivalent required; 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 (LROs, Contractors, Manufacturers & Distributors); 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; Working knowledge of Microsoft Office applications including word processing, spreadsheets, database, and presentation software; 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

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, and 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, dental, and vision insurance; Wellness & employee assistance programs