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About the Role

The Client Manager supports Producers, Client Advocates, Client Executives, Senior Client Managers, and the account team in managing client service delivery for assigned Charter School accounts. This client-facing role utilizes professional skills in commercial property and casualty insurance to enhance and expand client relationships, directly supporting client relationship management efforts and coordinating service activity.

Responsibilities

Respond promptly to client inquiries via phone, mail, and e-mail professionally and courteously, adhering to agency guidelines.
Maintain proper file documentation by recording all phone calls, correspondence, faxes, and emails in Sagitta and Image Right.
Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits, and cancellations.
Accurately process policy changes on carrier websites or via email and follow up with carriers for timely processing.
Assume ownership of customer concerns and feedback until a successful resolution is achieved.
Review client exposures, loss experience, and current coverage to provide proactive solutions and recommend appropriate products and services.
Remarket accounts according to agency guidelines, considering the current program and providing alternative options if warranted.
Assist with soliciting new accounts and retaining existing accounts, identifying cross-selling opportunities.
Comply with all internal procedures and practices while meeting service performance and quality standards.
Contribute to team efforts by openly sharing insurance knowledge.

Requirements

Minimum three (3) years of prior Commercial Insurance experience.
Strong customer service skills with the ability to assess insurance coverage needs.
Excellent communication and diplomacy skills to resolve client issues.
Articulate, well-organized, and focused.
Goal-oriented, highly motivated, and resourceful to achieve results.
Ability to work independently and within a team environment.
Proficient in Microsoft Office and relevant company proprietary databases.
Experience with an agency management system such as Sagitta is a plus.

Skills

Commercial Insurance
Customer Service
Insurance Coverage Assessment
Communication
Diplomacy
Problem Resolution
Organization
Goal Orientation
Motivation
Resourcefulness
Teamwork
Independent Work
Microsoft Office
Agency Management Systems

Location

Dallas
Austin
Houston

Work Type

Hybrid

Experience Level

Minimum three (3) years prior Commercial Insurance experience

Education Level

Bachelor’s degree preferred - experience equivalent will be considered
Broker’s license is required
Insurance designation preferred

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, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and 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 and committed people.
Headquartered in San Francisco and founded in 2007, the company has over 3,000 employees nationwide with locations across the U.S.
EPIC has over 60 offices and 3,000 employees nationwide and is growing.
EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back – Some of their charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.
EPIC is in the top 10 of property/casualty agencies according to “Insurance Journal”.
EPIC embraces diversity in all its various forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
It is their belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps them to deliver the best outcome to their clients.

Equal Opportunity

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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.