Senior Client Manager- Commercial Lines, P&C

Location:

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

Responsibilities:

• Consistently establish and maintain high levels of trust and confidence with clients through periodic contacts and prompt responses to client questions and issues.
• Process all applications, policies, endorsements, binders, schedules, certificates, audits, and other servicing items in a timely and accurate manner.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance needs; assist clients with coverage changes.
• Be responsible for timely, accurate invoicing and monthly expirations.
• Meet quality and timeliness standards in the Agency Management System while documenting all activity.
• In conjunction with the Sales Team, determine strategy including coverage determination, target pricing, and marketing.
• Submit applications with supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
• Prepare proposals and provide technical support in the sales process.
• Refer current and prospective clients to Employee Benefits and Private Client departments.
• Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities.
• Maintain effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Maintain up-to-date proposals, workflow logs, manuals, and records.
• Stay informed on industry information, new products, coverages, legislation, and technology.
• Other duties may be assigned.

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 and distributors.
• Great communication skills with producers.
• Ability to recognize problems, respond appropriately, and analyze situations logically.
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations.
• Advanced knowledge of the Internet and Microsoft Office (Windows, Outlook, Word, Excel).
• Strong attention to detail, time management, and ability to multi-task and prioritize.
• Ability to work effectively with and without direct supervision, both in teams and independently.
• Strong written and oral interpersonal communication skills.

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 handle sensitive and confidential situations with poise, tact, and diplomacy.

Certificates, Licenses, Registrations:

• California P&C Broker License.
• Valid driver license.

Physical Demands:

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. Specific vision abilities include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

Work Environment:

The noise level is usually moderate with 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 bonuses or benefits. Base pay is determined by experience, skills, training, certifications, education, internal equity, and market data.

Benefits:

• Generous paid time off, including managed PTO for salaried/exempt employees and 22 PTO days for hourly/non-exempt employees, 12 paid holidays, and 4 early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus of $1,500 per hired referral.
• Employee recognition programs and awards.
• Employee Resource Groups, including Women's Coalition and EPIC Veterans Group.
• Professional growth and development, including Mentorship Program, Tuition Reimbursement, and Leadership Development.
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• 401(k) matching, medical, dental, vision insurance, and wellness and employee assistance programs.
• 50/50 work culture between producers and the rest of the business.
• EPIC Gives Back charitable programs.

Equal Opportunity:

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