Client Manager, Commercial Lines Insurance

1 month ago

Concord, United States EPIC Brokers Full time
Location: Concord, CA - Hybrid or remote option available (California Resident, PST timzone)

SUMMARY:

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:
  • Processes (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 or Account Executives, 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 or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive 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 and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.
  • Provides support to Producers and, if applicable, Account Executives, 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;
  • 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 and commissions 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 regard industry information, new product/program developments, coverages, legislation, 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
SUPERVISORY RESPONSIBILITIES:
  • N / A
KEY COMPETENCIES:
  • 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 conclusion
  • 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
EDUCATION and/or EXPERIENCE:
  • High school diploma or G.E.D. equivalent required. College degree preferred.
  • Two or more years' experience in mid-size brokerage or carrier.
  • Must have working knowledge of a variety of Microsoft Office computer 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, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
  • California Fire and Casualty Broker License
  • Valid Driver License
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 and ENVIRONMENTAL CONDITIONS:

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.

The national average salary for this role is $80,000 to $85,000 in base pay and 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.

WHY JOIN EPIC?
  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).

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.

#LI-TM1 #Hybrid

  • Personal Lines Insurance Professional

    5 days ago

    Concord, New Hampshire, United States Blossom Insurance Full time

    Job SummaryBlossom Insurance Agency Inc. is seeking an experienced Insurance Personal Lines Account Manager to join our team in Concord, New Hampshire. As an Insurance Personal Lines Account Manager, you will be responsible for servicing a book of business, including new and renewal marketing and placement.Your primary goal will be to foster strong...

  • Commercial Lines Account Manager

    2 weeks ago

    Concord, California, United States EPIC Brokers Full time

    About the Role: As a Commercial Lines Account Manager, you will play a critical role in building and maintaining strong relationships with our clients, ensuring their insurance needs are met through excellent service and tailored solutions. This position requires a strong understanding of Property Casualty lines of coverage and services, as well as expertise...

  • Risk Adjustment Insurance Professional

    1 week ago

    Concord, New Hampshire, United States Blossom Insurance Full time

    Our CultureWe value long-term employment with family-owned and operated professionals dedicated to the communities we serve.Job OpportunityAn excellent career opportunity for an experienced licensed Insurance Commercial Lines Account Manager to join our team in Concord, New Hampshire.Estimated Salary: $70,000 - $90,000 per yearA comprehensive benefits...

  • Insurance Specialist

    3 weeks ago

    Concord, New Hampshire, United States Blossom Insurance Full time

    Opportunity OverviewWe are seeking an experienced Insurance Specialist to join our team as a Personal Lines Account Manager in our Concord, New Hampshire office. This is an excellent career opportunity to work with a well-established, best-in-class insurance agency.About UsBlossom Insurance Agency Inc. has been serving New Hampshire insurance consumers since...

  • Commercial/Personal Insurance Representative

    1 day ago

    Concord, North Carolina, United States AMERICA INSURANCE AND TAX SERVICE Full time

    About the RoleWe are looking for a skilled Insurance Agent to join our team at America Insurance and Tax Service. As an Insurance Agent, you will play a critical role in growing our book of business by identifying and developing new opportunities, fostering strong relationships with clients, and staying up-to-date with industry trends.Key...

  • Personal Insurance Account Manager

    1 day ago

    Concord, North Carolina, United States AMERICA INSURANCE AND TAX SERVICE Full time

    Account Management OpportunityWe are seeking an experienced Personal Insurance Account Manager to join our team at America Insurance and Tax Service. In this role, you will be responsible for managing existing personal insurance accounts and identifying new business opportunities.Estimated Salary RangeThe estimated annual salary for this position is $55,000...

  • Over the Road CDL-A Driver Opportunity

    1 week ago

    Concord, North Carolina, United States Paschall Truck Lines Full time

    Job OverviewPaschall Truck Lines is a 100% employee-owned company offering a unique opportunity for professional truck drivers. As a CDL-A driver, you'll have access to long OTR lengths of haul, longer for teams, and competitive pay.The estimated salary range for this position is $64,000 - $80,000 per year, based on industry standards and...

  • Client Manager

    4 months ago

    Concord, United States Connection Full time

    Overview: What We Do We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support...

  • Property Casualty Insurance Coordinator

    1 week ago

    Concord, California, United States EPIC Brokers Full time

    Job Summary: We are seeking an experienced Property Casualty Insurance Coordinator to join our team at EPIC Brokers. In this role, you will be responsible for coordinating and processing client applications, policies, and endorsements with high accuracy and efficiency. You will also provide expert guidance and support to clients regarding their insurance...

  • Commercial Real Estate Paralegal

    7 days ago

    Concord, New Hampshire, United States Orr & Reno, PA Full time

    Orr & Reno, PA seeks an experienced professional for our Commercial Real Estate Group. The ideal candidate will have a strong background in legal assistance and be able to provide exceptional support to multiple timekeepers.**Job Summary:**The position involves producing well-prepared and accurate documents, interacting with high-profile clients, and...

  • Truck Driver Career with Competitive Pay

    1 week ago

    Concord, North Carolina, United States Paschall Truck Lines Full time

    Our Company CulturePaschall Truck Lines values teamwork, integrity, and commitment to excellence. We strive to create a positive work environment where drivers can thrive and achieve their goals.We're dedicated to providing:A supportive team environment with open communicationA competitive compensation package, including bonuses and profit-sharing...

  • Insurance Sales Consultant

    1 day ago

    Concord, North Carolina, United States AMERICA INSURANCE AND TAX SERVICE Full time

    Job OverviewWe are seeking an experienced Insurance Sales Consultant to join our team at America Insurance and Tax Service. As a key member of our sales team, you will be responsible for expanding our book of business by acquiring new clients.">Salary InformationThe estimated annual salary for this position is $60,000 - $80,000, depending on experience and...

  • Sales and Marketing Insurance Professional

    1 day ago

    Concord, North Carolina, United States AMERICA INSURANCE AND TAX SERVICE Full time

    Join Our TeamWe are seeking an experienced Insurance Agent to join our team at America Insurance and Tax Service. As an Insurance Agent, you will be responsible for growing our book of business through new client acquisitions, creating and maintaining positive relationships with clients, and understanding their needs to connect them with appropriate products...

  • Line Worker Supervisor

    3 weeks ago

    Concord, New Hampshire, United States Unitil Service Corporation Full time

    Unitil Service Corporation is committed to delivering energy safely and reliably. As a Line Worker Supervisor, you will play a crucial role in ensuring the continued success of our company.About UnitilMore than a utility company, Unitil provides energy for life. Our work helps keep homes comfortable, businesses thriving, and communities connected. We are...

  • Commercial Fire Protection Technician

    1 day ago

    Concord, New Hampshire, United States Interstate Fire Protection LLC Full time

    About the RoleThis is a fantastic opportunity for a Fire Suppression Technician to work with a rapidly growing business in a supportive and fast-paced environment.You will be responsible for inspecting, testing, and recharging portable fire extinguishers, as well as assembling, installing, maintaining, and servicing fire suppression systems in commercial...

  • Client Experience Professional

    7 days ago

    Concord, North Carolina, United States Ritchie Bros. Full time

    About UsAt Ritchie Bros., we believe in empowering our clients to succeed. Our global platform connects buyers and sellers, offering innovative solutions for commercial assets and vehicles.Job Description: Client Experience ProfessionalWe're seeking an experienced Client Experience Professional to join our team. This role involves providing world-class...

  • Freelance Service Provider for Commercial Facilities

    3 weeks ago

    Concord, California, United States City Wide Facility Solutions Full time

    Unlock Business Growth Opportunities with City Wide Facility SolutionsWe are currently seeking reliable and skilled Independent Contractors to join our network in providing top-notch parking lot repair services to commercial facilities. At City Wide Facility Solutions, we pride ourselves on being a trusted partner that helps businesses streamline their...

  • Worker's Compensation Adjuster

    1 month ago

    Concord, United States TheBest Claims Solutions Full time

    Our client, is in need of a Temporary Workers' Compensation Claims Examiner to work on a remote basis. The ideal candidate will have 5+ years of California Workers Compensation Experience.Required Qualifications:5+ years of experience handling Workers' Compensation claims in California.Experienced with litigation management; ensures timely and cost effective...

  • TradeCorp Commercial Electrician Opening

    1 day ago

    Concord, New Hampshire, United States TradeCorp Full time

    Electrical Installation Specialist Job Summary:At TradeCorp, we're looking for a highly skilled Electrical Installation Specialist to join our team. As an Electrical Installation Specialist, you will play a critical role in delivering high-quality electrical services to our clients. Your responsibilities will include installing, testing, and maintaining...

  • Worker's Compensation Adjuster

    1 month ago

    Concord, United States TheBest Claims Solutions Full time $40 - $45

    Our client, is in need of a Temporary Workers' Compensation Claims Examiner to work on a remote basis. The ideal candidate will have 5+ years of California Workers Compensation Experience.Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.Required Qualifications:5+ years of experience handling...