Senior Client Manager- Commercial Lines, P&C

Responsibilities:

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client policies in a timely and accurate manner
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes
• Responsible for timely, accurate invoicing and monthly expirations
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, and marketing determination
• Submit applications with proper 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 other technical support in the sales process as needed
• Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee Benefits and Private Client Departments
• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintain up-to-date proposals, workflow logs, manuals, or other required documentation and records
• Stay informed on industry information, new product and program developments, 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
• Recognize problems and respond appropriately; analyze situations logically to draw solid conclusions
• Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations
• Advanced knowledge of the Internet and Microsoft Office programs including Windows, Outlook, Word and Excel
• Strong attention to detail, time management, and multi-tasking abilities
• Ability to work effectively with and without direct supervision, both in a team environment and independently
• Strong interpersonal communication skills, both written and oral

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 are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made. 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. 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 bonuses or benefits. Base pay 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 22 PTO days for hourly/non-exempt employees, 12 company-observed paid holidays, and 4 early-close days
• Generous leave options: 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: Women's Coalition, EPIC Veterans Group
• Professional growth and development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft and Fraud Protection, Legal Planning, Family Planning, and Menopause and Midlife Support
• Medical, dental, and vision insurance, 401(k) matching, and wellness and employee assistance programs
• 50/50 Work Culture between producers and the rest of the business
• EPIC Gives Back: Donation Connection, Employee Assistance Fund, and People First Foundation

EPIC embraces diversity in all its forms. California applicants can view privacy rights at the company's California employee privacy notice. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.