Senior Client Manager- Commercial P&C Accounts

• Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.

• Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.

• Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.

• Delegate office administrative work and oversee tasks.

• Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.

• Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.

• Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.

• Negotiate with carriers on clients' behalf for best available premiums, commissions, and coverage.

• Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.

• Work with claims advocates to ensure client needs are satisfied throughout the claims process.

• Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.

• Conduct renewal presentations as part of a team.

• Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.

• Set priorities and manage workflow to ensure all goals are met.

• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.

• Document correspondence and activity in agency management systems.

• Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.

• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.

• High school diploma or G.E.D. equivalent required; college degree preferred.

• Five or more years of experience in mid-size brokerage or independent agency.

• Proficiency in Microsoft Office applications, especially Excel.

• Ability to work in a fast-paced environment and handle multiple tasks.

• High level of interpersonal skills for handling sensitive and confidential situations.

• Valid State Property and Casualty License and State Driver's License required.

• Excellent negotiation skills and in-depth knowledge of the insurance business.

• Strong leadership skills with experience in delegation, coaching, and mentoring.

• Proficiency in Sagitta and ImageRight preferred.

• Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.

• Highly motivated with a strong work ethic and ability to work independently.

• Project and team management experience preferred.

• Insurance industry designations preferred (CIC, CRM, CPCU).

• Experience with complex shared/layered programs preferred.

EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• 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. It takes both production and service to be EPIC!

• EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

• We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ .

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 .

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