To perform the role of a Commercial Lines Client Manager in the Marine and Energy department successfully, an individual must be able to perform each essential duty satisfactorily and is accountable for maintaining an assigned book of business.

This role is hybrid working 2 days in office (Tuesday and Thursday)

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Overall Duties Include:

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients with the assistance of an Assistant Client Manager. 
• Research and compile answers to client’s policy, coverage, exclusions, and related questions.
• Assists Senior Client Manager, Client Executive and Producers in servicing clients.
• Services client accounts with oversight of Client Executives, which includes research/analysis in handling policy/contractual issues.
• Makes routine policy adjustments.
• Initiate relationships with and communicates directly with client decision makers and support team
• Conducts renewal process with oversight of Producers or CE, including exposure analysis for client (e.g., reviews experience data, contractual requirements for insurance), strategizes with Producer or CE 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, comparisons of rates, exposures and premiums and oversees accuracy of insurance binder
• Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepares billing and provides standard office/administrative support. 
• Processes automatic renewals
• Performs contract review where needed and advises clients on insurance and indemnification language
• Identify, compile and manage information regarding account renewal, rounding and cross-sell
• Provide monthly reporting of client and carrier information when necessary and provide interpretation of financial reports as required
• Manage policy checks and delivery including detailed financial review and sign off of checklists. Policy delivery within 30 days
• Complete fee agreements as necessary

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 clients’ policies in a timely and accurate manner with assistance of the Assistant Client Manager.
• 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.

Broking/Marketing

• In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.
• Collect renewal exposure data, applications, and all renewal information. 
• Prepare submissions including applications, data comparisons, loss runs summaries and coverage specifications
• 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 EPIC’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
• Fully embrace and use technology advances and changes as made available to you
• Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES:

• Potentially overseeing duties and responsibilities of Assistant Client Managers and assisting in the training and teaching to further their insurance development

KEY COMPETENCIES:

• Full knowledge of Property Casualty lines of coverage and services.
• Knowledge and Familiarity of energy insurance coverages such as Control of Well, Energy Packages, and associated property and liabilities
• 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; Sagitta preferred
• 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 priorities.
• 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 and/or insurance designations preferred.
• 7+ years’ experience in mid-size or larger retail brokerage 
• The ideal candidate will have knowledge and experience in specialized Energy, Renewable and Marine lines of coverage, markets, and industry.
• 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:

• Property and Casualty Broker License 
• Valid Driver License

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• 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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