Senior Client Manager/ Team Lead for Commercial P&C

The role

The Senior Client Manager/ Team Lead manages client service delivery for an assigned book of business, largely comprised of Charter Schools. This role involves mentoring a client service team and providing consultation to clients to enhance and expand relationships.

What you will do

• Serve as the primary expert resource and first point of contact for clients.
• Analyze client data, conduct market comparisons, and negotiate premiums and commission rates.
• Provide marketing and new business development support.
• Establish and maintain primary business relationships with clients.
• Analyze client and market data to prepare insurance renewal options.
• Negotiate with carriers on clients' behalf.
• Maintain expert knowledge on insurance, market trends, and legislation.
• Work with claims advocates to ensure client needs are satisfied.
• Prepare renewal specifications for presentation to carriers.
• Supervise Client Manager and Assistant Client Manager position(s).

Required qualifications

• High school diploma or G.E.D. equivalent
• Five or more years of experience in mid-size brokerage or independent agency
• Proficiency in Microsoft Office applications, especially Excel
• Ability to work in a fast-paced environment and handle multiple tasks
• High level of interpersonal skills for handling sensitive and confidential situations
• Valid State Property and Casualty License
• State Driver’s License
• Excellent negotiation skills and in-depth knowledge of the insurance business
• Strong leadership skills with experience in delegation, coaching, and mentoring
• Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements
• Highly motivated with a strong work ethic and ability to work independently

Nice to have

• College degree
• Proficiency in Sagitta and ImageRight
• Project and team management experience
• Insurance industry designations (CIC, CRM, CPCU)
• Experience with complex shared/layered programs

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out 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 program of $1,500 per hired referral
• Employee recognition programs and awards
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm with over 3,000 employees nationwide and over 60 offices. Headquartered in San Francisco, the company focuses on local market knowledge and industry expertise to support regional and global needs.