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 has locations spread across the U.S. and core values of Owner mindset, Inspire trust, Think big, and Drive results.