Client Manager- Commercial P&C Accounts

About the Company

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco and founded in 2007. With over 3,000 employees nationwide, EPIC combines local market knowledge and industry expertise to support clients' regional and global needs. The company values an owner mindset, inspiring trust, thinking big, and driving results. If these values align with your career goals, consider joining this dynamic team.

About the Role

The Client Manager 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 for an assigned book of business, primarily 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 and is a key member of the client service team, responsible for delivering program-level strategy and providing consultation to clients.

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

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 of applications and policy changes.
• Assume ownership of customer concerns and feedback until a successful resolution is achieved.
• Review client exposures, loss experience, and current coverage to provide proactive solutions and recommend appropriate products and services.
• Remarket accounts according to agency guidelines, evaluating the current program and providing alternative options to clients when warranted.
• Assist with soliciting new accounts and retaining existing ones, identifying new sales opportunities through cross-selling.
• Comply with all internal procedures and practices while meeting service performance and quality standards.
• Work collaboratively within the team, contributing 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 mindset.
• 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 starting out for hourly/non-exempt employees.
• 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 of $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards and programs (including trips).
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth and development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits such as 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, including Donation Connection, Employee Assistance Fund, and People First Foundation.