Senior Client Manager- Commercial Insurance Real Estate

The role

The Senior Client Manager is a senior, client-facing individual contributor. This person manages the day-to-day delivery of service for complex commercial Property & Casualty insurance programs.

What you will do

• Serve as the primary day-to-day client contact for assigned accounts.
• Establish and maintain strong client relationships through proactive communication and technical consultation.
• Research and respond to client questions regarding coverage and risk management.
• Review client insurance programs to identify coverage gaps and exposure concerns.
• Manage day-to-day service activities including endorsements, policy changes, and audits.
• Coordinate with carriers, wholesalers, Claims, and other resources.
• Prepare client-facing deliverables such as coverage summaries and stewardship reports.
• Coordinate internal renewal planning meetings and manage renewal timelines.
• Analyze carrier quotations, coverage terms, and pricing.
• Provide mentoring and technical guidance to service team members.

Required qualifications

• Advanced knowledge of commercial Property & Casualty insurance.
• Strong technical ability to analyze policies, endorsements, and contracts.
• Demonstrated experience managing complex renewal and account-service processes.
• Strong client relationship, consultation, negotiation, presentation, and communication skills.
• Ability to recognize coverage and service issues and recommend solutions.
• Strong analytical and problem-solving skills.
• Strong project management, organization, prioritization, and time-management skills.
• Ability to coordinate multiple stakeholders and competing priorities.
• Advanced proficiency in Microsoft Office and agency management systems.
• Demonstrated ability to leverage technology, data, and emerging AI solutions.
• Ability to quickly develop proficiency in internal, carrier, and client-service systems.
• Active Property & Casualty Broker License.

Nice to have

• Bachelor's degree
• 7 or more years of commercial Property & Casualty insurance experience
• Experience managing complex middle-market and/or large commercial accounts
• Experience providing technical guidance, mentoring, or account leadership to service team members
• Relevant insurance industry designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent

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 awards
• Employee Resource Groups
• Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs

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.