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, 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
• Other duties may be assigned

Marketing

• In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, 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 for solicitation for those lines of business
• Other duties may be assigned

Personal and Organizational Development

• Set priorities and manage workflow for self 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
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Work effectively to resolve problems or enhance service in a timely manner
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Ensure expert knowledge is maintained

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, as the book has a mix of LROs, Contractors, Manufacturers & Distributors
• Great communication skills with producers
• Recognize problems and respond appropriately; able to analyze situations logically in order to draw solid conclusions
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as 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
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

Certificates, Licenses, Registrations:

• California P&C Broker License
• Valid Driver License

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, 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 required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

Work Environment and Environmental Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. 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 and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why EPIC:

• EPIC has over 60 offices and 4,000 employees nationwide, and is growing
• Generous Paid Time Off: Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: 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 awards
• 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 401(k) matching, medical, dental, vision insurance, and wellness & 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 various forms. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.