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EPIC Insurance Brokers & Consultants · 1 day ago

Client Manager- P&C Accounts

Concord, CA

Contract

Hybrid

Senior Level

$46/hr - $50/hr

5+ years exp

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking a Client Manager for their P&C accounts. The role involves serving as the primary point of contact for clients, managing relationships, and providing expert advice on risk management and insurance coverage while also supporting business development efforts.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated

For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives

Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team

Conducts marketing and new business development for employee’s book of business

Mentor & Support Team. Encourage team development through training and growth opportunities

Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs

Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan

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

Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations

Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process

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

Negotiate with carriers for best available premiums, commissions and coverage

Conduct renewal presentations as part of team

Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities

Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers

Set priorities and manage workflow for self 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 with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company

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

Project a professional image in action and appearance

Qualification

PropertyCasualty LicenseClient Relationship ManagementInsurance Market AnalysisMicrosoft Office ProficiencyBook of Business ManagementInterpersonal SkillsTeamworkCommunication Skills

Required

High school diploma

Minimum of five years' experience in mid-size brokerage or carrier

5 years' experience managing a book of business

Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

Must have a high level of interpersonal skills to handle sensitive and confidential situations

Valid State Property and Casualty License required

Valid State Driver's License Required

Preferred

College degree preferred

Captive Experience preferred

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