EPIC Brokers
678 Front Avenue NW, Suite 330, Grand Rapids, MI 49504-5323
Come join our team!
Overview
EPIC Insurance Brokers & Consultants is a fast-growing insurance brokerage with over 3,000 employees nationwide. Headquartered in San Francisco and founded in 2007, EPIC has locations across the U.S. and leverages local market knowledge to support our clients' regional and global needs. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with what you're looking for in your next career, consider joining our amazing team! Location: Grand Rapids, MI this role requires being in the office 5 days a week. Location
Grand Rapids, MI; in the office 5 days a week. Responsibilities In this Senior Client Manager role, you will be responsible for processing (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. Conducts renewal process with oversight of Producers, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder. Provides support to Producers, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support.
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes and the reporting of claims. Responsible for timely, accurate invoicing and monthly expirations. Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records. Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company. Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained.
Qualifications
Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. 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. High school diploma or GED equivalent. 4+ years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, poise, tact, and diplomacy. Michigan Property & Casualty License. Valid Driver's License.
Compensation
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide and were growing! Its a great time to join the team and be a part of this growth. We offer: 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 EPICs values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Womens Coalition, EPIC Veterans Group Unique benefits such as Pet Insurance, Cancer 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 Were in the top 10 of property/casualty agencies according to Insurance Journal
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various formswhether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. #J-18808-Ljbffr
EPIC Insurance Brokers & Consultants is a fast-growing insurance brokerage with over 3,000 employees nationwide. Headquartered in San Francisco and founded in 2007, EPIC has locations across the U.S. and leverages local market knowledge to support our clients' regional and global needs. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with what you're looking for in your next career, consider joining our amazing team! Location: Grand Rapids, MI this role requires being in the office 5 days a week. Location
Grand Rapids, MI; in the office 5 days a week. Responsibilities In this Senior Client Manager role, you will be responsible for processing (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. Conducts renewal process with oversight of Producers, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder. Provides support to Producers, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support.
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes and the reporting of claims. Responsible for timely, accurate invoicing and monthly expirations. Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records. Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company. Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained.
Qualifications
Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. 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. High school diploma or GED equivalent. 4+ years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, poise, tact, and diplomacy. Michigan Property & Casualty License. Valid Driver's License.
Compensation
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide and were growing! Its a great time to join the team and be a part of this growth. We offer: 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 EPICs values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Womens Coalition, EPIC Veterans Group Unique benefits such as Pet Insurance, Cancer 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 Were in the top 10 of property/casualty agencies according to Insurance Journal
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various formswhether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. #J-18808-Ljbffr