CLIENT MANAGER- COMMERCIAL LINES

LOCATION:

The role is located out of our San Francisco, CA office with a hybrid work schedule.

 

SUMMARY:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates,
audit requests and other items related to the servicing of clients.

• Assists clients with policy coverage, exclusions and related questions and assists Producers in
servicing clients.
• Services client accounts with oversight of Producers or Account Executives, which includes
research/analysis and handling of client questions on coverage and other policy/contractual
issues. Makes routine policy adjustments.
• Conducts renewal process with oversight of Producers or Account Executives, including exposure
analysis for client (e.g., reviews census/experience data, contractual requirements for insurance),
strategizes with Producer/Account Executive and client regarding whether to market and if
applicable, conducts market comparisons by analyzing insurance rate and renewal information,
obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for
best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and
oversees accuracy of insurance binder.
• Provides support to Producers and, if applicable, Account Executives, including preparing
presentations and proposals, and participating in meetings with prospective clients as part of team.
• Maintains client files in appropriate systems; prepares billing and provides standard
office/administrative support.
Service

KEY COMPETENCIES:
• Full knowledge of Property Casualty lines of coverage and services;
• 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.
• Two or more 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 Fire and Casualty Broker License

The national average salary for this role is $80,000 to $85,000 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 JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

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