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About the Role

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager for Commercial Lines, Property & Casualty. This role involves servicing clients, managing marketing and placement processes, and contributing to personal and organizational development within a fast-paced environment. The ideal candidate will possess strong knowledge of Property Casualty lines of coverage and services, excellent communication skills, and the ability to manage multiple competing tasks.

Responsibilities

Consistently establish and maintain 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.
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.
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.
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 E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.
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.

Requirements

Full knowledge of Property Casualty lines of coverage and services.
Strong Excel knowledge for Premium Allocations.
Marine/Boat/Yacht knowledge.
Ability to manage different industry verticals – the book has a mix of LROs, Contractors, Manufacturers & Distributors.
Great communication skills with producers.
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.
High school diploma or G.E.D. equivalent required.
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.
California P&C Broker License.
Valid Driver License.

Skills

Property Casualty
Excel
Marine/Boat/Yacht
Agency Management Systems
Microsoft Office Suite
Internet Navigation
Attention to detail
Time management
Multi-tasking
Interpersonal communication
Teamwork
Poise
Tact
Diplomacy

Location

San Ramon, CA
San Francisco, CA
Concord, CA
Rancho Cordova, CA

Work Type

Hybrid

Experience Level

5-7 years experience in mid-size brokerage or carrier.

Education Level

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

Salary/Compensations

$100,000 to $108,000

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
22 PTO days starting out 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
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet 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.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide.
With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs.
We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing!
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.
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 our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.

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.