Senior Client Manager- Commercial Lines, P&C

The posting, as EPIC Brokers wrote it

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C

LOCATION

The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.

THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR

Service
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. 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;
Other duties may be assigned.

Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, 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 for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self 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-
[…]
ognition awards and programs (and trips!)

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ .

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

#LI-LL1 #LI-Hybrid