Client Manager- Commercial P&C Accounts

The role

The Client Manager manages client service delivery for an assigned book of business, largely comprised of Charter Schools. This client-facing role supports Property & Casualty Insurance relationship management and coordinates program-level strategy.

What you will do

• Respond to client inquiries via phone, mail and e-mail.
• Maintain file documentation in Sagitta and Image Right.
• Process applications, policy changes, renewals, endorsements, audits and cancellations.
• Process policy changes on carrier websites or via email.
• Follow up with carriers to ensure timely processing.
• Resolve customer concerns and feedback.
• Review client exposures, loss experience and current coverage to provide solutions.
• Remarket accounts according to agency guidelines.
• Assist with solicitation of new accounts and retention of existing accounts.
• Identify new sales opportunities through cross-selling.

Required qualifications

• Minimum three (3) year prior Commercial Insurance experience
• Strong customer service skills
• Ability to assess insurance coverage needs
• Excellent communication and diplomacy skills
• Articulate, well organized, and focused
• Goal oriented and highly motivated and resourceful
• Ability to work independently and in a team environment
• Broker’s license is required

Nice to have

• Bachelor’s degree preferred
• Insurance designation preferred
• Experience with an agency management system such as Sagitta is a plus

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, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs and trips
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet 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 headquartered in San Francisco with over 3,000 employees nationwide. The company is driven by core values including Owner mindset, Inspire trust, Think big, and Drive results.