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About the Role

Manage client service delivery for an assigned book of Charter School business, supporting Producers, Client Advocates, Client Executives, and the account team. Serve as a client-facing, team-focused professional, utilizing commercial property and casualty insurance expertise to enhance and expand complex client relationships. Directly support Property & Casualty Insurance client relationship management efforts. Coordinate service activity, deliver program-level strategy, and provide client consultation as a key member of the client service team. Mentor a client service team through continuous learning, feedback, and talent development. Collaborate with the team to set goals aligned with sales and growth strategy, execute service platforms, drive process improvement, identify client needs, and enable retention and growth of the book of business.

Responsibilities

Serve as the primary expert resource and first point of contact for clients, addressing risk management, coverage, contractual, and compliance questions specific to 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 business relationships with clients, developing comprehensive customer service plans.
Build and maintain client trust through proactive contact and prompt issue resolution.
Analyze client and market data to prepare insurance renewal options, strategize with clients, and advise on best 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 carrier presentations, including claims analysis, operational changes, and recommended pricing.
Conduct team-based renewal presentations.
Develop strong relationships with business partners, including underwriters, brokers, and other 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 continuously improve knowledge and performance.

Requirements

Ability to work in a fast-paced environment and handle multiple tasks.
High level of interpersonal skills for handling sensitive and confidential situations.
Valid State Property and Casualty License.
Valid State Driver’s License.
Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.
Highly motivated with a strong work ethic and ability to work independently.

Skills

Proficiency in Microsoft Office applications, especially Excel.
Excellent negotiation skills.
In-depth knowledge of the insurance business.
Strong leadership skills with experience in delegation, coaching, and mentoring.
Proficiency in Sagitta and ImageRight preferred.

Location

Dallas office
Austin office
Houston office

Work Type

Hybrid
3 days a week in office

Experience Level

Five or more years of experience in mid-size brokerage or independent agency.
Project and team management experience preferred.
Experience with complex shared/layered programs preferred.

Education Level

High school diploma or G.E.D. equivalent required.
College degree preferred.
Insurance industry designations preferred (CIC, CRM, CPCU).

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
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
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, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and 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.
Fueled by 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.
Local market knowledge and industry expertise supports clients' regional and global needs.
Experienced rapid growth since founding.
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.
EPIC Gives Back through charitable efforts including 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.
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.