EPIC Insurance Brokers & Consultants
Client Manager- P&C Accounts
EPIC Insurance Brokers & Consultants, Jackson, Mississippi, United States
Location
1390 Willow Pass Road Suite 800, Concord, CA 94520 Location: This role requires a hybrid work schedule out of our Concord, CA office, 2 days a week in office. Overview
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Responsibilities
Primary expert resource and first point of contact for clients, including research/analysis and handling a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on an ongoing basis. Routine questions are delegated. For new and renewal business, analyzes relevant client data (e.g., experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives. Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of a team. Conducts marketing and new business development for employee’s book of business. Mentor & Support Team. Encourage team development through training and growth opportunities. Service: Establishes and maintains primary, ongoing business relationships with clients and serves as the first point of contact for all client service needs; maintain high levels of trust and promptly respond to and resolve client questions and issues; interface with clients, producers and team members to develop a comprehensive customer service plan. Analyze client and market data to prepare renewal options, meet with clients to strategize, and advise on best alternatives; negotiate with carriers on behalf of clients for best available premiums, commissions and coverage. Ensure expert knowledge is maintained and prepare resource information for clients to stay informed on insurance, market and loss control trends, and applicable laws and regulations; work with claims advocates to support the client through the claims process. Marketing activities include preparation of renewal specifications for presentation to carriers, analysis of claims and client changes, renewal pricing, conducting renewal presentations, and referring opportunities to the Sales Team for Property/Casualty and Employee Benefits. Develop strong relationships with underwriters, wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. Personal and Organizational Development: set priorities, manage workflow, maintain effective relationships with clients and colleagues, document activity in agency systems, communicate effectively, stay informed on industry developments, and project a professional image. Qualifications
Minimum of five years’ experience in a mid-size brokerage or carrier; five years’ experience managing a book of business; captive experience preferred. Working knowledge of a variety of Microsoft Office applications (word processing, spreadsheets, databases, presentations). Ability to work in a fast-paced environment with multiple competing tasks; high interpersonal skills to handle sensitive situations; strong teamwork, tact, and diplomacy. Certificates, Licenses, Registrations
Valid State Property and Casualty License required; Valid State Driver’s License required. Physical Demands
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 accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required include close vision, color vision, and the ability to adjust focus. Ability to travel independently to clients; some air travel may be required. Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level is usually moderate with little exposure to physical risk. Salary
The national average salary for this role is $80,000 to $95,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications and education, and internal equity and market data. About EPIC
EPIC Insurance Brokers & Consultants is a growing national firm with offices across the U.S. We value an Owner mindset, trust, and Drive results, and seek team members who align with these values.
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1390 Willow Pass Road Suite 800, Concord, CA 94520 Location: This role requires a hybrid work schedule out of our Concord, CA office, 2 days a week in office. Overview
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Responsibilities
Primary expert resource and first point of contact for clients, including research/analysis and handling a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on an ongoing basis. Routine questions are delegated. For new and renewal business, analyzes relevant client data (e.g., experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives. Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of a team. Conducts marketing and new business development for employee’s book of business. Mentor & Support Team. Encourage team development through training and growth opportunities. Service: Establishes and maintains primary, ongoing business relationships with clients and serves as the first point of contact for all client service needs; maintain high levels of trust and promptly respond to and resolve client questions and issues; interface with clients, producers and team members to develop a comprehensive customer service plan. Analyze client and market data to prepare renewal options, meet with clients to strategize, and advise on best alternatives; negotiate with carriers on behalf of clients for best available premiums, commissions and coverage. Ensure expert knowledge is maintained and prepare resource information for clients to stay informed on insurance, market and loss control trends, and applicable laws and regulations; work with claims advocates to support the client through the claims process. Marketing activities include preparation of renewal specifications for presentation to carriers, analysis of claims and client changes, renewal pricing, conducting renewal presentations, and referring opportunities to the Sales Team for Property/Casualty and Employee Benefits. Develop strong relationships with underwriters, wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. Personal and Organizational Development: set priorities, manage workflow, maintain effective relationships with clients and colleagues, document activity in agency systems, communicate effectively, stay informed on industry developments, and project a professional image. Qualifications
Minimum of five years’ experience in a mid-size brokerage or carrier; five years’ experience managing a book of business; captive experience preferred. Working knowledge of a variety of Microsoft Office applications (word processing, spreadsheets, databases, presentations). Ability to work in a fast-paced environment with multiple competing tasks; high interpersonal skills to handle sensitive situations; strong teamwork, tact, and diplomacy. Certificates, Licenses, Registrations
Valid State Property and Casualty License required; Valid State Driver’s License required. Physical Demands
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 accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required include close vision, color vision, and the ability to adjust focus. Ability to travel independently to clients; some air travel may be required. Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level is usually moderate with little exposure to physical risk. Salary
The national average salary for this role is $80,000 to $95,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications and education, and internal equity and market data. About EPIC
EPIC Insurance Brokers & Consultants is a growing national firm with offices across the U.S. We value an Owner mindset, trust, and Drive results, and seek team members who align with these values.
#J-18808-Ljbffr