Client Manager, Commercial Lines
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Role Overview
The Client Manager works with and supports Producers and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships.
WHAT YOU’LL DO:
Client Service:
Ensure timely and consistent review of expiration list.
Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.
Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.
Provides standard office/administrative support as needed.
Maintains Agency Management Systems in real time.
Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.
Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.
Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.
Access/manage third party certificate sites and carrier websites.
Other duties may be assigned.
Renewals:
Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting.
Document meeting and subsequent next-steps with internal team.
Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.
Prepare and review current program and expiring exposures for information gathering process with client.
Request updated exposures from client and coordinate client responses with multiple client contacts as required.
Compile loss summaries for renewals and on ad-hoc basis as required.
Support submission process as required by assigned accounts.
Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.
Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.
Obtain premium financing options, invoice the renewal and premium allocations.
WHAT YOU’LL BRING:
Strong verbal and written communication skills.
Service-oriented with excellent interpersonal skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).
Self-motivated, detail-oriented, and able to work independently.
High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.
3 – 5 years of commercial property and casualty insurance experience in a client-facing role.
Professional designations (CIC, CRM, ARM, CPCU) preferred.
CERTIFICATES, LICENSES, REGISTRATIONS:
Property and Casualty Broker License
Valid Driver's License
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
#LI-SG1
#LI-Hybrid
Full Job Posting
JOB OVERVIEW:
The Client Manager works with and supports Producers and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships.
WHAT YOU’LL DO:
Client Service:
Ensure timely and consistent review of expiration list.
Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.
Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.
Provides standard office/administrative support as needed.
Maintains Agency Management Systems in real time.
Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.
Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.
Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.
Access/manage third party certificate sites and carrier websites.
Other duties may be assigned.
Renewals:
Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting.
Document meeting and subsequent next-steps with internal team.
Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.
Prepare and review current program and expiring exposures for information gathering process with client.
Request updated exposures from client and coordinate client responses with multiple client contacts as required.
Compile loss summaries for renewals and on ad-hoc basis as required.
Support submission process as required by assigned accounts.
Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.
Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.
Obtain premium financing options, invoice the renewal and premium allocations.
WHAT YOU’LL BRING:
Strong verbal and written communication skills.
Service-oriented with excellent interpersonal skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).
Self-motivated, detail-oriented, and able to work independently.
High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.
3 – 5 years of commercial property and casualty insurance experience in a client-facing role.
Professional designations (CIC, CRM, ARM, CPCU) preferred.
CERTIFICATES, LICENSES, REGISTRATIONS:
Property and Casualty Broker License
Valid Driver's License
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
#LI-SG1
#LI-Hybrid
About EPIC Brokers
Retail property and casualty insurance brokerage and consulting firm providing risk management, employee benefits, and specialty programs to businesses of all sizes.
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