EPIC Insurance Brokers & Consultants · 12 hours ago
Client Manager (Transportation and Logistics Insurance)
United States
Full-time
Remote
Mid Level
$85K/yr - $95K/yr
3+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Client Manager role focuses on managing client relationships within the transportation and logistics insurance sector, ensuring satisfaction and facilitating policy renewals and negotiations.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction
Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage
Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts
Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement
Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery
Qualification
Required
3+ years Insurance Client Management
Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction
Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage
Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts
Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement
Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery
Preferred
logistics industry 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, 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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
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