Description
Overview:
The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available.
As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment. A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile.
Location: This role requires a hybrid work schedule out of our Rancho Cordova or Birmingham, AL office, 3 days a week in office.
Position Requirements:
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.
- Agent's Insurance license
- Comprehensive knowledge of insurance industry standards, policies and procedures
- 4-5 years experience specific to job duties
- Written and verbal communication skills
- Negotiation skills
- Public speaking skills
- Excellent listening skills
- Coaching and mentoring skills
- Intermediate level of proficiency with Microsoft Office
- Planning, prioritization and organizational skills
- Strong time management skills including ability to manage multiple priorities
- Goal oriented with the ability to meet deadlines
- Ability to manage work from several sources
- Ability to delegate work
- Sense of urgency in meeting client and producer expectations
- Attention to details
- Attend mandatory internal training classes
- Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU
Essential Duties and Responsibilities:
- Act as client advocate at all times
- Maintain positive relationship and excellent communication with client and co-workers
- Serve as primary contact for client and respond to client's needs
- Assure the accurate and efficient delivery of client services
- Actively manage client expectations
- Mentor, Coach and train co-workers
- Allocate and delegate work as necessary
- Maintain account information and document communication in agency management system
- Oversee File set-up
- Prepare folders/binders for specifications, proposal or policies
- Actively manage open activities
- Request renewal information from client
- Send applications to client for completion
- Select markets in conjunction with producer(s) and Team Lead
- Update loss information and prepare summary for renewals
- Prepare applications and specifications for marketing assigned accounts
- Create submission letters to accompany specifications
- Analyze policy contracts for proposal
- Negotiate pricing and coverage
- Prepare and present proposal and summaries
- Prepare premium summary and comparison on renewals
- Correspond with Boards, Bureaus and other regulatory bodies (i.e. SPCB, DPR, DMV, PUC, WCIRB etc.)
- Oversee issuance of binders, invoices and renewal documents
- Calculate premium breakdown for clients and provide spreadsheet as requested
- Review insurance policies to ensure coverage is as ordered
- Answer client questions and help solve coverage related problems
- Responsible for marketing of new and renewal business on behalf of prospects and clients
- Assist in the solicitation of new business
- Perform contract/lease review
- Other duties as assigned
Supervisory Responsibilities:
- Provide indirect leadership to Assistant Client Managers
The national average salary for this role is $75,000 to $95,000 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.
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 San Francisco and founded in 2007, our company has over 3,000 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!
WHY EPIC:
EPIC has over 60 offices and 3,000 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
- Quarterly employee recognition program 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, Cancer 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.
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