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:

• REQUIRED: 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.

Compensation:

Exempt: The base salary range for this position is $95,000 - $110,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Why EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.