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EPIC Insurance Brokers & Consultants · 2 weeks ago

Client Manager, P&C Programs

Birmingham, AL

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $95K/yr

4+ years exp

EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of clients. As a Client Manager, you will provide support to clients and sales teams, manage client expectations, and ensure the efficient delivery of services while maintaining strong communication and relationships with clients and coworkers.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Act as client advocate at all times

Maintain positive relationship and excellent communication with client and co-workers

Serve as primary contact for client and respond to client’s needs

Assure the accurate and efficient delivery of client services

Actively manage client expectations

Mentor, Coach and train co-workers

Allocate and delegate work as necessary

Maintain account information and document communication in agency management system

Oversee File set-up

Prepare folders/binders for specifications, proposal or policies

Actively manage open activities

Request renewal information from client

Send applications to client for completion

Select markets in conjunction with producer(s) and Team Lead

Update loss information and prepare summary for renewals

Prepare applications and specifications for marketing assigned accounts

Create submission letters to accompany specifications

Analyze policy contracts for proposal

Negotiate pricing and coverage

Prepare and present proposal and summaries

Prepare premium summary and comparison on renewals

Correspond with Boards, Bureaus and other regulatory bodies (i.e. SPCB, DPR, DMV, PUC, WCIRB etc.)

Oversee issuance of binders, invoices and renewal documents

Calculate premium breakdown for clients and provide spreadsheet as requested

Review insurance policies to ensure coverage is as ordered

Answer client questions and help solve coverage related problems

Responsible for marketing of new and renewal business on behalf of prospects and clients

Assist in the solicitation of new business

Perform contract/lease review

Other duties as assigned

Qualification

Agent’s Insurance licenseInsurance industry knowledgeMicrosoft Office proficiencyNegotiation skillsPublic speaking skillsCoachingPlanningPrioritizationWritten communication skillsVerbal communication skillsMentoring skillsTime management skillsAttention to detail

Required

Agent's Insurance license

Comprehensive knowledge of insurance industry standards, policies and procedures

4-5 years experience specific to job duties

Written and verbal communication skills

Negotiation skills

Public speaking skills

Excellent listening skills

Coaching and mentoring skills

Intermediate level of proficiency with Microsoft Office

Planning, prioritization and organizational skills

Strong time management skills including ability to manage multiple priorities

Goal oriented with the ability to meet deadlines

Ability to manage work from several sources

Ability to delegate work

Sense of urgency in meeting client and producer expectations

Attention to details

Attend mandatory internal training classes

Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU

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

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