Client Manager, Commercial Lines

The role

The Client Manager serves as a primary service owner for complex commercial property and casualty insurance programs. This role manages day-to-day service execution, coordinates renewals, and partners with Producers and account teams.

What you will do

• Serve as a primary day-to-day service partner for assigned clients.
• Manage insurance transactions including applications, endorsements, binders, and policy changes.
• Respond to client inquiries regarding policy terms, coverage, and exclusions.
• Support Producers and Senior Client Executives with client communications and presentations.
• Prepare invoices and allocation schedules and resolve billing questions.
• Maintain accurate records in Agency Management Systems.
• Create and manage open item lists to track deliverables.
• Prepare schedules of insurance, summaries of insurance, certificates, and coverage illustrations.
• Monitor accounts receivable and payable activity.
• Coordinate internal renewal strategy meetings and prepare renewal presentations.

Required qualifications

• 3+ years of commercial property and casualty insurance experience in a client-facing or servicing role.
• Active Property & Casualty Broker License with the ability to maintain required continuing education.
• Valid driver’s license.
• Proficiency in Microsoft Office and agency systems, including Sagitta, ImageRight, and CSR24.

Nice to have

• Bachelor’s degree
• Professional designations such as CIC, CRM, ARM, or CPCU

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
• 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

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry with over 4,000 employees nationwide. Headquartered in New York City, the company was founded in 2007.