The posting
LOCATION: Hybrid, Melville, NY, Jersey City, NJ, Summit, NJ
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 SUMMARY:
The Client Manager is a primary service owner responsible for delivering consistent, high‑quality client service and supporting the long-term success of complex commercial property and casualty insurance programs. This client-facing position partners closely with Producers, Senior Client Executives, and account teams to manage day-to-day service execution, coordinate renewals, and ensure accuracy, responsiveness, and consistency across an assigned book of business.
The ideal candidate brings strong technical insurance knowledge, excellent organizational skills, and a proactive service mindset. This role is well-suited for someone who enjoys managing details, building trusted client relationships, and serving as a key connector between clients, carriers, and internal teams.
KEY RESPONSBILITIES
Client Service & Account Management
- Serve as a primary day-to-day service partner for assigned clients, ensuring timely, accurate, and consistent delivery of all servicing needs.
- Manage insurance transactions outside of renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
- Respond to client inquiries regarding policy terms, coverage, exclusions, and program details, collaborating with internal subject matter experts as needed.
- Support Producers and Senior Client Executives with client communications, proposals, presentations, and participation in client or prospect meetings.
- Prepare invoices and allocation schedules; proactively investigate and resolve billing questions in coordination with internal stakeholders.
- Maintain accurate, real-time records in Agency Management Systems to support service quality, compliance, and reporting standards.
- Create and manage open item lists to track deliverables, follow-ups, and outstanding requests across clients, carriers, and internal teams.
- Prepare and maintain schedules of insurance, summaries of insurance, certificates, and coverage illustrations in accordance with client and carrier requirements.
- Monitor accounts receivable and payable activity for assigned accounts and escalate concerns to appropriate team members as needed.
- Utilize carrier portals and third-party certificate platforms to ensure timely and accurate documentation
Renewal Coordination
- Review expiration lists and coordinate internal renewal strategy meetings with Producers, Senior Client Executives, Client Advocates, Senior Client Managers, and broking teams; document decisions and next steps.
- Coordinate preparation of client-facing renewal presentations, marketing materials, and strategy documentation.
- Analyze current programs and expiring exposures to support renewal planning and data collection efforts.
- Request updated exposure information and coordinate responses across multiple client contacts when required.
- Compile loss summaries and supporting documentation for renewals and ad hoc client requests.
- Assist with carrier submissions, proposal development, and negotiation support as directed by the account team.
- Manage policy review and quality checks, coordinate carrier corrections, and ensure timely delivery of final policies.
- Coordinate binding and post-binding activities, including orders to bind, coverage confirmations, certificates, and evidence of insurance.
- Obtain premium financing options, prepare renewal invoicing, and complete premium allocation requirements.
SKILLS & QUALIFICATIONS
- Strong written and verbal communication skills with the ability to explain technical insurance concepts clearly and professionally.
- Client-focused mindset with strong interpersonal and relationship-building skills.
- Highly organized with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Proficiency in Microsoft Office and agency systems, including Sagitta, ImageRight, and CSR24.
- Self-motivated, detail-oriented, and comfortable working both independently and collaboratively.
REQUIREMENTS
- Bachelor’s degree preferred.
- 3+ years of commercial property and casualty insurance experience in a client-facing or servicing role.
- Active Property & Casualty Broker License with the ability to maintain required continuing education.
- Professional designations such as CIC, CRM, ARM, or CPCU preferred.
- Valid driver’s license.
CORE COMPETENCIES
- Service Focus: Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.
- Information Seeking: Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.
- Composure and Resiliency: Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.
- Communicating: Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.
- Conflict Management: Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.
- Analytical Thinking: Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.
- Accountability: Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.
- Time Management: Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.
COMPENSATION:
Exempt: The base salary range for this position is $75,000 – $85,000. 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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