Description
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!
JOB OVERVIEW:
This is a hybrid role combining responsibilities from Client Executive, Senior Client Manager, and Assistant Client Manager positions. The Experienced Client Relationship Manager will serve as the primary point of contact for a defined book of middle market Property & Casualty clients, managing all aspects of client service, renewal strategy, and operational execution. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment and is eager to grow with the business.
This role is designed to evolve and grow! As the book of business and team expand, responsibilities will be redistributed to specialized roles (e.g., Assistant Client Manager, Senior Client Manager), allowing this position to focus more on strategic client leadership and mentorship.
WHAT WE'RE LOOKING FOR:
- REQUIRED: At least 5+ years of commercial insurance account management or brokering experience.
- LOCATION: This will start out as a work-from-home role, however we anticipate opening an office in Seattle sometime later in 2025. At that time this will become a hybrid role, so we're only considering qualified candidates in Washington State at this time, preferably in the Seattle area.
WHAT YOU'LL DO:
A detailed list of job duties includes (but is not limited to):
Client Relationship & Service- Serve as the lead contact for all client service needs, ensuring high levels of trust, responsiveness, and satisfaction.
- Manage daily account servicing, including certificates, endorsements, audits, and policy reviews.
- Proactively identify client needs and coordinate internal resources to deliver solutions.
- Maintain accurate documentation in agency systems (e.g., Sagitta, ImageRight).
- Lead the renewal process from start to finish: gather data, analyze loss runs, prepare proposals, and negotiate with carriers.
- Develop and present renewal strategies and stewardship reports.
- Coordinate with underwriters, brokers, and carriers to secure optimal terms and pricing.
- Oversee policy issuance, checking, and delivery.
- Manage open items, suspense tasks, and compliance with internal workflows.
- Support onboarding of new clients and assist with special projects as needed.
- Mentor and support junior team members as the team grows.
- Collaborate with Producers, Claims Advocates, and Risk Control Consultants to deliver holistic client solutions.
- Participate in internal training, lunch-and-learns, and external workshops to stay current on industry trends.
- Partner with Producers and internal stakeholders to support the acquisition and onboarding of new middle market P&C clients.
- Lead or assist in the preparation of new business proposals, presentations, and marketing materials tailored to client-specific needs.
- Coordinate and attend prospect meetings, providing subject matter expertise and ensuring alignment between client expectations and service capabilities.
- Set up and manage new business checklists, including ordering loss runs, modifiers, and certificates, and initiating policy setup in agency systems (e.g., Sagitta, ImageRight).
- Conduct initial policy reviews and ensure timely and accurate delivery of all onboarding documentation.
- Collaborate with underwriting and carrier partners to secure competitive terms and coverage for new accounts.
- Maintain detailed records of new business activity, ensuring all documentation is filed and accessible for future servicing.
- Identify cross-sell and up-sell opportunities and refer to appropriate internal teams (e.g., Employee Benefits, Risk Control).
- Support the transition of new clients into ongoing service workflows, ensuring a seamless handoff and high client satisfaction from day one.
WHAT YOU'LL BRING:
- 5+ years of commercial P&C insurance experience, preferably in a client-facing or account management role.
- Strong knowledge of insurance coverages, renewal processes, and carrier relationships.
- Proficiency in Microsoft Office, Sagitta, ImageRight, and carrier platforms.
- Excellent communication, negotiation, and organizational skills.
- Ability to work independently and manage multiple priorities.
- Bachelor's degree preferred.
- Valid Property & Casualty License (or ability to obtain within 90 days).
- Valid driver's license and ability to travel as needed.
COMPENSATION:
The national average salary for this role is $80,000.00 - $120,000.00 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 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
- 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.
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