Senior Commercial Insurance Client Manager

Job Overview:

The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to large, complex accounts and mostly consists of clients who are in the auto dealership or golf course industries.

What We’re Looking For:

• Candidates with at least 5+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

What You’ll Do:

Client Service & Relationship Support

• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.
• Support Producers in building and maintaining strong, trust-based client relationships.
• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.

Marketing & New Business Development Support

• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
• Assist in negotiating coverage terms, premiums, and commissions with carriers.
• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.
• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.

Policy Management & Compliance

• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.
• Request binding of coverage and coordinate with support staff to initiate renewal activities.
• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.
• Prepare Broker of Record letters in accordance with established procedures.

Renewal Process Management

• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.
• 90 Days Out: Submit to all identified markets and begin follow-up.
• 60 Days Out: Continue follow-up and provide additional information as needed.
• 30 Days Out: Finalize quotes and prepare proposals for delivery.

What You’ll Bring:

• Proven experience in client management, insurance program support, or related roles.
• Strong knowledge of insurance coverages, underwriting, and carrier relationships.
• Excellent communication, organizational, and coordination skills.
• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.