Insurance Client Manager

7 days ago


Houston, Texas, United States EPIC Brokers Full time
Job Description

As a Commercial Lines Client Manager at EPIC Brokers, you will play a crucial role in maintaining an assigned book of business and ensuring the successful servicing of clients. This hybrid role involves working 2 days in office (Tuesday and Thursday) and requires a strong ability to establish and maintain high levels of trust and confidence with clients.

Key Responsibilities
  • Client Servicing: Process applications, policies, endorsements, binders, certificates, audit requests, and other items related to the servicing of clients in a timely and accurate manner.
  • Communication: Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
  • Renewal Process: Conduct renewal process with oversight of Producers or CE, including exposure analysis for client, strategize with Producer or CE and client regarding whether to market, and conduct market comparisons by analyzing insurance rate and renewal information.
  • Proposal Preparation: Prepare proposals and provide other technical support in the sales process as needed.
  • Client Relationship Management: Establish and maintain relationships with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
Requirements
  • Education: High school diploma or G.E.D. equivalent required. College degree and/or insurance designations preferred.
  • Experience: 7+ years' experience in mid-size or larger retail brokerage.
  • Knowledge and Skills: Full knowledge of Property Casualty lines of coverage and services, knowledge and familiarity of energy insurance coverages, ability to analyze situations logically, and strong attention to detail and time management abilities.
What We Offer
  • Competitive Compensation: EPIC Brokers offers a competitive salary and benefits package.
  • Opportunities for Growth: We offer opportunities for professional growth and development in a dynamic and fast-paced environment.
  • Diverse and Inclusive Work Environment: EPIC Brokers is committed to fostering a diverse and inclusive work environment where every colleague feels welcomed, valued, respected, and heard.


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