Senior Client Manager- Construction Commercial Insurance

About the role

The Senior Client Manager within our Construction practice works with and supports Producers, Client Executives, and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand client relationships.

Responsibilities

• Ensure timely and consistent review of expiration list.
• Processes (during non-renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients.
• Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
• Affords support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate.
• Maintains Agency Management Systems and Share Drive files in real time.
• Establishes and maintains open items lists with internal and external clients to ensure all deliverables are proactively managed.
• Prepares and maintains, schedules of insurance, summaries of insurance, and coverage illustrations.
• Maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
• Meets all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
• Oversees AR report for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.
• Accesses/manage third party certificate sites and carrier websites.
• Other duties may be assigned.

Renewal Process

• Upon review of expiration list and in conjunction with Producer/CA/CE, schedules internal strategy meeting. Documents meeting and subsequent next steps with internal team.
• Supports Producer/CA/CE with external strategy presentation and materials.
• Prepares and reviews current program and expiring exposures for information gathering process with client.
• Requests updated exposures from client and coordinates client responses with multiple client contacts as required.
• Requests loss runs and compiles loss summaries for renewals and on ad-hoc basis as required.
• Supports submission process as required by assigned accounts.
• Coordinates proposal process in conjunction with Producer/CA/CE as required by assigned accounts.
• Manages policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
• Manages the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.
• Covers binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.
• Obtains premium financing options, invoices the renewal and premium allocations.
• Other duties may be assigned.

Key Competencies

• Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process.
• Ability to understand coverage questions.
• Recognize problems and respond appropriately.
• Able to analyze situations logically to draw solid conclusions.
• Strong attention to detail and time management abilities.
• Ability to handle highly sensitive and confidential information.
• Customer service oriented.
• Enthusiasm and zest for continual learning.
• Strong ability to multi-task and assign priority.
• Ability to work effectively and efficiently both with and without direct supervision.
• Ability to work effectively and efficiently in a team environment as well as independently.
• Strong interpersonal communication skills, both written and oral.
• Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc.

Education and Experience

High school diploma or G.E.D. equivalent required. College degree preferred. 5+ years of commercial property and casualty insurance experience in a client facing role coming from an insurance Broker. 3+ years of Construction commercial account management experience.

Qualifications

• Property and Casualty Broker License.
• Valid Driver License.

Benefits

EPIC offers:

• 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, 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”

Pay

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Schedule

EPIC offers a hybrid work schedule.