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Senior Client Manager- Construction Commercial Insurance

1 month, 3 weeks ago
United States
Full-time
Senior
Account Manager
Sales and Business Development
Apply Now
EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a retail insurance brokerage and consulting firm that specializes in providing innovative property and casualty, as well as employee benefits solutions, to a diverse range of commercial and personal clients acros...

Insurance
1K-5K
Founded 2007
View All Jobs 4

Description

  • Manage client service delivery across the insurance renewal and policy period for an assigned book of business.
  • Process applications, policies, endorsements, binders, notices of election, certificates, auto ID cards, and audit requests.
  • Research policy, coverage, and exclusion questions and coordinate responses with internal team members as needed.
  • Support Producers, Client Advocates, and Client Executives with presentations, proposals, strategy meetings, and client meetings.
  • Prepare invoicing, client allocations, and resolve billing issues in coordination with EPIC Accounting.
  • Maintain agency management systems, Share Drive files, schedules of insurance, summaries of insurance, and coverage illustrations in real time.
  • Track open items and proactively manage deliverables with internal and external clients.
  • Manage the renewal workflow, including exposure gathering, loss runs, loss summaries, submissions, proposals, policy checking, and policy delivery.
  • Coordinate certificate of insurance, auto ID card, posting notice, binding, and post-binding processes.
  • Oversee accounts receivable reporting for assigned accounts and engage producers or client leadership as needed.

Requirements

  • High school diploma or GED required; college degree preferred.
  • 5+ years of commercial property and casualty insurance experience in a client-facing role at an insurance broker.
  • 3+ years of construction commercial account management experience.
  • Full knowledge of property and casualty lines of coverage and the end-to-end insurance renewal process.
  • Property and Casualty Broker License required.
  • Valid driver’s license required.
  • Insurance industry designations preferred but not required.
  • Working knowledge of Microsoft Office applications, including Word, Excel, and Outlook.
  • Ability to handle highly sensitive and confidential information.
  • Remote work eligibility for candidates located in Arizona, Portland, or Las Vegas.

Benefits

  • Base salary range of $90,000 to $115,000, excluding bonuses and benefits.
  • Managed PTO for salaried/exempt employees, or 22 PTO days to start for hourly/non-exempt employees, plus 12 paid holidays and 4 early-close days.
  • Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
  • Employee referral bonus of $1,500 per hired referral.
  • Professional growth and development programs, including mentorship, tuition reimbursement, and leadership development.
  • 401(k) matching, medical, dental, and vision insurance.
  • Wellness and employee assistance programs.
  • Additional unique benefits such as pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.

Interested in this position?

Apply directly on the company website

Apply Now

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