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About the Role

This senior, client-facing role supports Property & Casualty Insurance client relationship management, focusing on service delivery for an assigned book of business, primarily Charter Schools. The position coordinates service activity, delivers program-level strategy, and provides client consultation. It also involves mentoring a client service team, setting individual and team goals aligned with sales and growth strategies, executing service platforms, driving continuous process improvement, and proactively meeting client needs to enable retention and growth.

Responsibilities

Serve as primary client expert for risk management, coverage, contractual issues, and compliance, specifically for the Charter School industry
Analyze client data, conduct market comparisons, strategize coverage and exclusions, and negotiate premiums and commission rates
Provide marketing and new business development support, including preparing presentations, proposals, and conducting client meetings
Delegate and oversee office administrative tasks
Establish and maintain primary client business relationships and develop comprehensive customer service plans
Build client trust and confidence through regular contact and prompt issue resolution
Analyze client and market data to prepare insurance renewal options, strategize with clients, and advise on alternatives
Negotiate with carriers for optimal client premiums, commissions, and coverage
Maintain expert knowledge and provide clients with current information on insurance, market trends, and legislation
Collaborate with claims advocates to ensure client needs are met during the claims process
Prepare renewal specifications for carriers, including claims analysis, operational changes, and pricing recommendations
Conduct team-based renewal presentations
Develop strong relationships with business partners, including underwriters, brokers, and service providers
Set priorities and manage workflow to achieve goals
Maintain effective relationships with clients, co-workers, carriers, vendors, and business contacts
Document correspondence and activity in agency management systems
Interact effectively, utilizing strong communication skills to provide information and guidance
Stay informed on industry information, product developments, coverages, legislation, and technology to enhance performance
Supervise Client Manager and Assistant Client Manager positions

Requirements

High school diploma or G.E.D. equivalent
Five or more years of experience in a mid-size brokerage or independent agency
Proficiency in Microsoft Office applications, especially Excel
Ability to work in a fast-paced environment and manage multiple tasks
High level of interpersonal skills for sensitive and confidential situations
Valid State Property and Casualty License
Valid State Driver’s License
Excellent negotiation skills and in-depth insurance business knowledge
Strong leadership skills with experience in delegation, coaching, and mentoring
Proficiency in Sagitta and ImageRight (preferred)
Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements
Highly motivated with a strong work ethic and ability to work independently
Project and team management experience (preferred)
Insurance industry designations (CIC, CRM, CPCU) (preferred)
Experience with complex shared/layered programs (preferred)

Skills

Commercial Property and Casualty Insurance
Creativity
Independent thinking
Microsoft Office
Excel
Interpersonal skills
Negotiation
Leadership
Delegation
Coaching
Mentoring
Sagitta
ImageRight
Interpreting coverage forms
Interpreting contractual agreements
Interpreting financial statements
Strong work ethic
Working independently
Project management
Team management
Communication

Location

Dallas
Austin
Houston

Work Type

Hybrid work schedule

Experience Level

Senior
5+ years of experience

Education Level

High school diploma or G.E.D. equivalent
College degree (preferred)

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
22 PTO days for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500
Employee recognition programs for demonstrating EPIC’s values
Additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition
Employee Resource Groups: EPIC Veterans Group
Professional growth & development: Mentorship Program
Professional growth & development: Tuition Reimbursement Program
Professional growth & development: Leadership Development
Pet Insurance
Cancer Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs

About the Company

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry
The company values capable, committed people who share common beliefs and values
Headquartered in San Francisco and founded in 2007
Over 3,000 employees nationwide with locations across the U.S.
Provides local market knowledge and industry expertise to support clients' regional and global needs
Experienced rapid growth and continued success driven by hard-working, growth-minded employees
Core values: Owner mindset, Inspire trust, Think big, and Drive results
Fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment
Engages in charitable efforts through Donation Connection, Employee Assistance Fund, and People First Foundation
Ranked in the top 10 of property/casualty agencies by “Insurance Journal”

Equal Opportunity

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience
Committed to fostering a work community where every colleague feels welcomed, valued, respected and heard
Believes diversity drives innovation and that an inclusive, empowered environment delivers the best outcomes to clients