Senior Client Manager- Construction Commercial Insurance

Senior Client Manager- Construction Commercial Insurance

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. Overall ongoing service duties include ensuring timely and consistent review of expiration list, processing applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients. The role also involves researching and compiling answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Assists broader service team and broking team in servicing clients. Provides 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. Resolves client billing issues with support from team members as appropriate. Provides standard office/administrative support as needed. 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. Consistently establishes and 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/manages third party certificate sites and carrier websites. Other duties may be assigned.

Renewal process includes upon review of expiration list and in conjunction with Producer/CA/CE, scheduling 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. Coordinates 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.

May supervise Assistant Client Manager/Client Manager position(s).

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. Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

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. Insurance industry designations preferred but not required.

Property and Casualty Broker License. Valid Driver License.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

The national average salary for this role is $90,000 to $115,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC has over 60 offices and 3,000 employees nationwide and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• 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, 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"