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EPIC Insurance Brokers & Consultants · 3 days ago

Client Manager- P&C

St Louis, MO

Full-time

Hybrid

Senior Level

5+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, with a focus on delivering exceptional service and coverage solutions. The Commercial Client Manager is responsible for managing the full lifecycle of commercial accounts, ensuring client satisfaction through effective communication and detailed account management.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sonja Elizabeth Gay

Responsibilities

Manage the renewal process from start to close, including expirations and renewal start procedures

Attend pre-renewal meetings to discuss exposures and strategy

If remarketing, prepare complete submission for Placement team with assistance from data management

Prepare and finalize renewal proposals, ensuring alignment with quoted terms

Bind coverage within company guidelines and verify policy accuracy

Complete final policy check signoff and deliver policy documents

Respond promptly to client inquiries, including miscellaneous requests and coverage questions

Process endorsements, change requests, cancellations, and audits

Handle billing, accounting, collections, and carrier discrepancies

Prepare finance agreements using Ecomplete and file documentation

Audit processing, including review, disputes, and communications

Respond to client inquiries and service needs if Client Executive is unavailable

Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files

Ensure COI, EOP compliance; meet and resolve lender requirements

Prepare and deliver schedules of insurance

Maintain accurate and complete files on all policies and updates in the system

Provide coverage recommendations and identify opportunities for account rounding

Assist with retention of renewing accounts and identify cross-selling opportunities

Serve as a resource for internal teams on processes, procedures, and insurance knowledge

Qualification

Commercial account managementProperty & Casualty licenseAdvanced insurance designationMicrosoft Office proficiencyAgency management systemsCustomer service skillsDeadline-drivenCommunication skillsDetail-orientedOrganizational skills

Required

Minimum of 5 years of mid-to-large commercial account management experience

Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred)

Strong customer service and communication skills

Detail-oriented, organized, and deadline-driven

Ability to work independently and collaboratively in a fast-paced environment

Valid Indiana Property & Casualty license or willingness to obtain within 90 days

Advanced insurance designation required (AAI or CIC)

Preferred

Bachelor's degree

Benefits

Generous Paid Time off

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

Quarterly employee recognition program 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

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees