Client Manager- Commercial P&C Accounts

About the Company

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, fueled by capable, committed employees who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. The company supports clients' regional and global needs through local market knowledge and industry expertise. EPIC’s core values are: Owner mindset, Inspire trust, Think big, and Drive results.

About the Role

The Client Manager works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers, and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. This client-facing role focuses on enhancing and expanding large and complex client relationships using professional skills in commercial property and casualty insurance. The position coordinates service activity, supports program-level strategy, and provides consultation to clients.

This role requires a hybrid work schedule out of either our Dallas, Austin, or Houston offices, 3 days a week in office.

Responsibilities

• Answer and respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner, adhering to agency guidelines.
• Maintain proper file documentation, including all phone calls, correspondence, faxes, and emails in Sagitta and Image Right.
• Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits, and cancellations.
• Accurately process policy changes on carrier websites or via email, and follow up with carriers to ensure timely processing.
• Assume ownership of customer concerns and feedback until a successful resolution is achieved.
• Review client exposures, loss experience, and current coverage, providing proactive solutions and recommending appropriate products and services.
• Remarket accounts according to agency guidelines, considering the current program and providing alternative options to clients when warranted.
• Assist with soliciting new accounts and retaining existing ones, identifying cross-selling opportunities.
• Comply with all internal procedures and practices while meeting service performance and quality standards.
• Contribute to the team effort by openly sharing insurance knowledge.

Requirements

• Minimum three (3) years of prior Commercial Insurance experience.
• Strong customer service skills with the ability to assess insurance coverage needs.
• Excellent communication and diplomacy skills to resolve client issues.
• Articulate, well-organized, and focused with a goal-oriented and highly motivated approach.
• Ability to work independently as well as in a team environment.
• Bachelor’s degree preferred; equivalent experience will be considered.
• Broker’s license is required.
• Insurance designation preferred.

Skills

• Proficient in Microsoft Office and relevant company proprietary databases.
• Experience with an agency management system such as Sagitta is a plus.

Benefits

• Generous Paid Time Off (PTO): Managed PTO for salaried/exempt employees (no accruals or caps); 22 PTO days for hourly/non-exempt employees starting out.
• 12 company-observed paid holidays and 4 early-close days.
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus program: $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values, including awards and trips.
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth and development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits: Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
• 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. The company is also committed to charitable efforts through initiatives like Donation Connection, Employee Assistance Fund, and People First Foundation.