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Senior Client Service Manager
2 months ago
We are seeking a highly skilled and experienced Senior Client Service Manager to join our team at EPIC Brokers. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients and driving business growth.
Key Responsibilities- Assist producers in all aspects of client servicing and developing new and renewal business.
- Ensure the EPIC team understands overall client needs, service delivery methods, and performance requirements to exceed client expectations.
- Identify and coordinate appropriate EPIC resources to support clients in implementing all strategies, including client-specific renewal strategies.
- Work collaboratively with producers, risk control consultants, claims managers, and support personnel to develop and deliver risk summaries, stewardship reports, loss analysis/stratification information for clients, etc.
- Coordinate the efforts of the client manager and other colleagues to service clients efficiently. May handle all aspects of client relationships on certain accounts.
- Provide oversight of the timely and accurate completion of mid-term endorsements, certificates, invoices, audits, etc.
- Provide guidance for review of client exposure and identify recommendations for program coverages.
- Partner with colleagues regarding mentorship, training, and development.
- Travel as needed to meet with clients and assist in the production of new accounts as required.
- Excellent negotiation skills and in-depth working knowledge of the insurance business within assigned clients' industries as well as knowledge of all major lines of business.
- Strong proficiency in MS Office programs such as Excel, PowerPoint, and Outlook.
- Evidence of ability to become proficient in internal EPIC software tools and systems. Proficiency in Sagitta and ImageRight is preferred.
- Excellent verbal and written communication skills.
- Strong leadership skills within Property and Casualty servicing function, with experience in delegation, coaching, and mentoring of colleagues.
- Strong aptitude for interpretation of coverage forms, contractual agreements, and financial statements.
- Highly motivated with a strong work ethic and ability to work independently and with minimal supervision.
- Client service focused with a high degree of professionalism.
- Detail-oriented, technical ability to identify, create, and present data.
- Strong understanding of professional and industry standards and practices.
- Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process.
- Ability to understand coverage questions.
- Recognize problems and respond appropriately.
- Able to analyze situations logically in order to draw solid conclusions.
- Strong attention to detail and time management abilities.
- Ability to handle highly sensitive and confidential information.
- Customer service oriented.
- Enthusiasm and zest for continual learning.
- 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.
- Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc.
- Bachelor's College degree preferred.
- 7 - 10 years of commercial property and casualty insurance experience in a client-facing role.
- Project management and leadership experience.
- Insurance industry designations preferred (CIC, CPCU, CRM, etc.).
- Property and Casualty Broker License and ability to successfully maintain required licensing through required Continuing Education.
- Valid Driver License.
