Client Manager- Commercial P&C Accounts

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

The Client Manager works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. 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. This position is a client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.

This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office.

Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities

• Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines.
• Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right.
• Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
• Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and policy changes are processed in a timely manner.
• Assume ownership of customer concerns and feedback until a successful resolution is achieved.
• Review client exposures, loss experience and current coverage and provide proactive solutions and recommend appropriate products and services.
• Remarket accounts according to agency guidelines and provide other options to the client when warranted.
• Assist with the solicitation of new accounts and retention of existing accounts. Look for new sales opportunities by cross-selling.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work well within the team and contribute to the team effort by openly sharing insurance knowledge.

Skills & Qualifications

• Minimum three (3) years of prior Commercial Insurance experience.
• Strong customer service skills with an ability to assess insurance coverage needs.
• Excellent communication and diplomacy skills to resolve client issues.
• Articulate, well organized, focused, goal oriented, highly motivated and resourceful.
• Ability to work independently, as well as in a team environment.

Educational requirement

• Bachelor’s degree preferred; equivalent experience will be considered.
• Broker’s license is required.
• Insurance designation preferred.
• Proficient in Microsoft Office and relevant company proprietary databases.
• Experience with an agency management system such as Sagitta is a plus.

Why EPIC

EPIC has over 60 offices and 3,000 employees nationwide and is growing. Benefits include generous paid time off, paid holidays, paid parental and other leave options, employee referral bonuses, employee recognition programs, employee resource groups, professional growth and development programs, tuition reimbursement, leadership development, pet insurance, identity theft and fraud protection coverage, legal planning, family planning, menopause and midlife support, 401(k) matching, medical, dental and vision insurance, wellness and employee assistance programs, and a collaborative and inclusive work environment.