Job Title

We are a fast-growing insurance brokerage based in San Francisco with over 3,000 employees nationwide. EPIC Insurance Brokers & Consultants looks for people with the "right stuff" - capable, committed individuals who are not afraid to make it happen. JOB OVERVIEW The Client Manager works with Producers and the account team within the Construction specialty practice 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, leveraging professional skills in commercial property and casualty insurance to enhance and expand large, complex client relationships. LOCATION Carmel, Indiana, or Terre Haute, Indiana - hybrid in-office 3 days a week. WHAT YOU'LL DO A detailed list of job duties includes (but is not limited to): Ensure timely and consistent review of expiration list. Process applications, policies, endorsements, binders, audit requests/reviews, and other items related to the servicing of clients during non"‘renewal periods. Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Provide support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of the team. Prepare all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate. Provide standard office/administrative support as needed. Maintain Agency Management Systems in real time. Establish and maintain open"‘item lists with internal and external clients to ensure all deliverables are proactively managed. Prepare and maintain schedules of insurance, summaries of insurance, and coverage illustrations. Consistently establish and maintain high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity. Oversee AR and AP reports for all assigned accounts, engaging Producer/Client Advocate/Client Executive as needed. Access/manage third"‘party certificate sites and carrier websites. Other duties may be assigned. RENEWALS Upon review of the expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next"‘steps with internal team. Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials. Prepare and review current program and expiring exposures for information gathering process with client. Request updated exposures from client and coordinate client responses with multiple client contacts as required. Compile loss summaries for renewals and on"‘ad"‘hoc basis as required. Support submission process as required by assigned accounts. Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts. Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe. Coordinate binding and post"‘binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc. Obtain premium financing options, invoice the renewal and premium allocations. Other duties may be assigned. WHAT YOU'LL BRING Strong verbal and written communication skills. Service"‘oriented with excellent interpersonal skills. Ability to manage multiple priorities in a fast"‘paced environment. Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24). Self"‘motivated, detail"‘oriented, and able to work independently. High school diploma or G.E.D. equivalent required; bachelor's degree preferred. 3 - 5 years of commercial property and casualty insurance experience in a client"‘facing role; construction experience preferred. Property and Casualty Broker License. Valid Driver License. WHY EPIC EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team. Generous Paid Time Off - Managed PTO for salaried/exempt employees; 22 PTO days 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 awards and trips. Employee Resource Groups: Women's Coalition, EPIC Veterans Group. Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support. Additional benefits include 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs. 50/50 Work Culture: dual focus between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. EPIC Gives Back - 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". Equal Employment Opportunity As set forth in EPIC Brokers's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected, and heard. #J-18808-Ljbffr