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 of 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.