Senior Client Manager- Commercial Lines, P&C

Location:

The role can be located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.

The Senior Client Manager Will Be Responsible For:

• Service: Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, periodic contacts, and promptly responding to and resolving client questions and issues.
• Service: Processes applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to servicing client policies in a timely and accurate manner.
• Service: Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs; assists clients in making coverage changes.
• Service: Responsible for timely, accurate invoicing and monthly expirations.
• Service: Meets quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Marketing: In conjunction with the Sales Team, determines strategy including coverage determination, target pricing, and marketing determination.
• Marketing: Submits applications with proper supporting documentation and follows up to ensure timely receipt of quotes and policies.
• Marketing: Aggressively and professionally negotiates premiums and commissions with underwriters and wholesalers.
• Marketing: Prepares proposals and provides technical support in the sales process as needed.
• Marketing: Works with the Sales Team to refer clients to Employee Benefits and Private Client Departments.
• Personal and Organizational Development: Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of responsibilities.
• Personal and Organizational Development: Maintains cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Personal and Organizational Development: Stays informed on industry information, product developments, coverages, legislation, and technology.

Key Competencies:

• Full knowledge of Property Casualty lines of coverage and services.
• Strong Excel knowledge for premium allocations.
• Marine/Boat/Yacht knowledge.
• Ability to manage different industry verticals, including LROs, Contractors, Manufacturers & Distributors.
• Great communication skills with producers.
• Ability to analyze situations logically and draw solid conclusions.
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations.
• Advanced knowledge of Microsoft Office programs including Windows, Outlook, Word & Excel.
• Strong attention to detail, time management, and multi-tasking abilities.
• Ability to work effectively with and without direct supervision, both in teams and independently.

Education and/or Experience:

• High school diploma or G.E.D. equivalent required. College degree preferred.
• 5-7 years experience in mid-size brokerage or carrier.
• Working knowledge of Microsoft Office applications including word processing, spreadsheets, database, and presentation software.
• Ability to work in a fast-paced environment and juggle multiple competing tasks and demands.
• High level of interpersonal skills to handle sensitive and confidential situations, with poise, tact, and diplomacy.

Certificates, Licenses, Registrations:

• California P&C Broker License.
• Valid Driver License.

Physical Demands:

The physical demands described are representative of those that must be met to perform the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities. The employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. Ability to travel independently to clients; some air travel may be required.

Work Environment:

The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

Compensation:

The national average salary for this role is $100,000 to $108,000 in base pay, exclusive of any bonuses or benefits. Base pay offered will be determined based on experience, skills, training, certifications, education, internal equity, and market data.

Why EPIC:

• Generous Paid Time Off, including managed PTO for salaried/exempt employees and 12 company-observed paid holidays.
• 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 Employee Resource Groups.
• Professional growth and development, including Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Benefits including Pet Insurance, Identity Theft & Fraud Protection, Legal Planning, Family Planning, 401(k) matching, medical, dental, vision insurance, and wellness programs.
• 50/50 Work Culture fostering collaboration between producers and the rest of the business.
• EPIC Gives Back charitable initiatives.

EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.