Client Manager, Commercial Lines

LOCATION: Hybrid, New York, NY

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 New York City and founded in 2007, our company has over 4,000 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!

 JOB 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. Prior to COVID-19 this position required up to 30% of domestic travel with the opportunity for international travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities

• Provide support to Client Executives as needed
• Perform research/analysis and handling of wide variety of client/broker questions on coverage/eligibility and government reporting compliance
• Assist Client Executives with renewals from beginning to end, including quote reviews and proposal preparation
• Process endorsements and audits per client requests
• Conduct policy reviews, making necessary corrections and ensure timely policy delivery to insureds
• Conduct market comparisons by analyzing insurance rates and renewal information
• Deliver certificates of insurance and auto IDs and renewal and upon insureds request
• Assist with preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
• Assist with input and maintenance of Agency Management System
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Delegates certain administrative tasks to Junior Account Managers as needed and oversees said tasks

 Education and Experience Requirements

• Active P&C license (or willing to get one)
• Bachelor’s degree in insurance, business or related field preferred
• Insurance Designation preferred or willingness to attain one.
• 2 + years working with Property & Casualty lines of coverage and services

Skills and Abilities

• Recognize problems and respond appropriately
• Able to analyze situations logically to draw solid conclusions
• Experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects 
• Advanced knowledge of Microsoft Office programs
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently 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
• Project a professional image in action and appearance
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Able to effectively interface with internal and external customers
• Able to handle confidential information with maximum discretion
• Able to understand business principles and apply them accordingly
• Detail-oriented, organized, efficient, and proactive
• Excellent written/verbal communication skills including communicating complex financial information
• High level of accountability and flexibility
• High-touch client orientation
• Open and willing to receive and give constructive critique
• Analytical skills

Special Requirements

• Flexible to work outside normal working hours

COMPENSATION: 

Exempt: The base salary range for this position is $90,000 – $100,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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
  • 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 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

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