EPIC Insurance Brokers & Consultants
Client Manager- P&C Accounts New 100 Montgomery Street, Suite 2000, San Francisc
EPIC Insurance Brokers & Consultants, San Francisco, California, United States, 94199
100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348
Location:
This role requires a hybrid work schedule out of our San Francisco office, 2 days a week in office.
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES Client Service
Primary expert resource and first point of contact for clients, which includes research/analysis and handling of 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.
Delegates routine questions.
Establishes and maintains primary, on‑going business relationship with client and becomes first point of contact for all client service needs.
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, periodic contacts, and promptly responding and resolving client questions and issues.
Interfaces with clients, producers and other team members to develop a comprehensive customer service plan.
Analyzes client and market data to prepare insurance renewal options, meets with clients to strategize, and advises on best alternatives.
Negotiates with carriers on clients’ behalf for best available premiums, commissions and coverage.
Ensures expert knowledge is maintained and prepares resource information for clients to continually keep informed of insurance, market and loss control trends, state and federal legislation, rules and regulations.
Works with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.
Marketing & New Business Development
Provides marketing and new business development support to producers, including preparing presentations and proposals, and participating in meetings with prospective clients as part of the team.
Conducts marketing and new business development for employee’s book of business.
Preparation of renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.
Negotiates with carriers for best available premiums, commissions and coverage.
Conducts renewal presentations as part of the team.
Analyzes and provides client referrals to the Sales Team for Property Casualty and Employee Benefits opportunities.
Develops strong relationships with a wide range of business partners, including underwriters, wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.
Personal and Organizational Development
Sets priorities and manages workflow to ensure all goals are met.
Maintains cordial and effective relationships with clients, co‑workers, carriers, vendors and other business contacts.
Documents correspondence and activity in agency management systems.
Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance to achieve business goals.
Stays informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
Projects a professional image in action and appearance.
EDUCATION AND EXPERIENCE
High school diploma; college degree preferred.
Minimum of three years’ experience in a mid-size brokerage or carrier.
Working knowledge of Microsoft Office applications (word processing, spreadsheets, database, presentation software).
Ability to work in a fast‑paced environment and juggle multiple competing tasks and demands.
High level of interpersonal skills to handle sensitive and confidential situations; demonstrates poise, 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. While performing the duties of this job, 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 by this job include close vision, color vision, and 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 in the work environment is usually moderate. There is no or very limited exposure to physical risk.
COMPENSATION Base pay ranges from $70,000 to $90,000, 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.
ABOUT EPIC INSURANCE BROKERS & CONSULTANTS EPIC Insurance Brokers & Consultants is one of the fastest‑growing firms in the insurance industry, founded in 2007 with a national presence of over 3,000 employees. Our headquarters are in San Francisco, and we have locations spread out across the U.S. Our local market knowledge and industry expertise help support our clients’ regional and global needs.
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, consider joining our amazing team!
BENEFITS
Generous Paid Time Off (PTO):
Managed PTO for salaried/exempt employees (personal time off without accruals or caps).
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, 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.
Unique benefits such as pet insurance, cancer insurance, identity theft & fraud protection coverage, legal planning, family planning, and menopause & midlife support.
Additional benefits include 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.
EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, People First Foundation.
We’re in the top 10 of property/casualty agencies according to "Insurance Journal".
EQUAL EMPLOYMENT OPPORTUNITY EPIC embraces diversity in all its various forms—whether 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.
Interested in building your career at EPIC Brokers? Get future opportunities sent straight to your email.
#J-18808-Ljbffr
Location:
This role requires a hybrid work schedule out of our San Francisco office, 2 days a week in office.
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES Client Service
Primary expert resource and first point of contact for clients, which includes research/analysis and handling of 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.
Delegates routine questions.
Establishes and maintains primary, on‑going business relationship with client and becomes first point of contact for all client service needs.
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, periodic contacts, and promptly responding and resolving client questions and issues.
Interfaces with clients, producers and other team members to develop a comprehensive customer service plan.
Analyzes client and market data to prepare insurance renewal options, meets with clients to strategize, and advises on best alternatives.
Negotiates with carriers on clients’ behalf for best available premiums, commissions and coverage.
Ensures expert knowledge is maintained and prepares resource information for clients to continually keep informed of insurance, market and loss control trends, state and federal legislation, rules and regulations.
Works with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.
Marketing & New Business Development
Provides marketing and new business development support to producers, including preparing presentations and proposals, and participating in meetings with prospective clients as part of the team.
Conducts marketing and new business development for employee’s book of business.
Preparation of renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.
Negotiates with carriers for best available premiums, commissions and coverage.
Conducts renewal presentations as part of the team.
Analyzes and provides client referrals to the Sales Team for Property Casualty and Employee Benefits opportunities.
Develops strong relationships with a wide range of business partners, including underwriters, wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.
Personal and Organizational Development
Sets priorities and manages workflow to ensure all goals are met.
Maintains cordial and effective relationships with clients, co‑workers, carriers, vendors and other business contacts.
Documents correspondence and activity in agency management systems.
Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance to achieve business goals.
Stays informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
Projects a professional image in action and appearance.
EDUCATION AND EXPERIENCE
High school diploma; college degree preferred.
Minimum of three years’ experience in a mid-size brokerage or carrier.
Working knowledge of Microsoft Office applications (word processing, spreadsheets, database, presentation software).
Ability to work in a fast‑paced environment and juggle multiple competing tasks and demands.
High level of interpersonal skills to handle sensitive and confidential situations; demonstrates poise, 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. While performing the duties of this job, 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 by this job include close vision, color vision, and 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 in the work environment is usually moderate. There is no or very limited exposure to physical risk.
COMPENSATION Base pay ranges from $70,000 to $90,000, 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.
ABOUT EPIC INSURANCE BROKERS & CONSULTANTS EPIC Insurance Brokers & Consultants is one of the fastest‑growing firms in the insurance industry, founded in 2007 with a national presence of over 3,000 employees. Our headquarters are in San Francisco, and we have locations spread out across the U.S. Our local market knowledge and industry expertise help support our clients’ regional and global needs.
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, consider joining our amazing team!
BENEFITS
Generous Paid Time Off (PTO):
Managed PTO for salaried/exempt employees (personal time off without accruals or caps).
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, 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.
Unique benefits such as pet insurance, cancer insurance, identity theft & fraud protection coverage, legal planning, family planning, and menopause & midlife support.
Additional benefits include 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.
EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, People First Foundation.
We’re in the top 10 of property/casualty agencies according to "Insurance Journal".
EQUAL EMPLOYMENT OPPORTUNITY EPIC embraces diversity in all its various forms—whether 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.
Interested in building your career at EPIC Brokers? Get future opportunities sent straight to your email.
#J-18808-Ljbffr