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EPIC Insurance Brokers & Consultants · 7 hours ago

Client Manager - Commercial P&C

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

3+ years exp

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking a Client Manager to enhance and manage client relationships in commercial property and casualty insurance. This senior, client-facing role involves coordinating service activities, supporting Producers and Client Advocates, and ensuring high levels of client trust and satisfaction throughout the insurance renewal process.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Ensure timely and consistent review of expiration list

Processes (during non-renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients

Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed

Assists broader service team and broking team in servicing clients

Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team

Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate

Provides standard office/administrative support as needed

Maintains Agency Management Systems and Share Drive files in real time

Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed

Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations

Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues

Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity

Oversee AR report for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed

Access/manage third party certificate sites and carrier websites

Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team

Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials

Prepare and review current program and expiring exposures for information gathering process with client

Request updated exposures from client and coordinate client responses with multiple client contacts as required

Request loss runs and compile loss summaries for renewals and on ad-hoc basis as required

Support submission process as required by assigned accounts

Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts

Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe

Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution

Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc

Obtain premium financing options, invoice the renewal and premium allocations

Qualification

Property Casualty InsuranceClient Relationship ManagementInsurance Renewal ProcessAgency Management SystemsMicrosoft Office SuiteCustomer ServiceAttention to DetailTime ManagementInterpersonal CommunicationTeam Collaboration

Required

High school diploma or G.E.D. equivalent required

3 plus years of commercial property and casualty insurance experience in a client facing role

Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process

Ability to understand coverage questions

Recognize problems and respond appropriately

Able to analyze situations logically in order to draw solid conclusions

Strong attention to detail and time management abilities

Ability to handle highly sensitive and confidential information

Customer service oriented

Enthusiasm and zest for continual learning

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

Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc

Preferred

College degree preferred

Insurance industry designations preferred but not required

Valid Driver License

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

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

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

50/50 Work Culture: 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

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