EPIC Insurance Brokers & Consultants
Client Manager- P&C
EPIC Insurance Brokers & Consultants, Saint Louis, Missouri, United States, 63146
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Client Manager
role at
EPIC Insurance Brokers & Consultants .
We are one of the fastest‑growing firms in the insurance industry, headquartered in San Francisco with offices across the U.S. Our core values are Owner mindset, Inspire trust, Think big, and Drive results.
LOCATION Hybrid: Indiana (any Epic office) and St. Louis, Missouri – 3 days a week in office.
JOB OVERVIEW The Commercial Client Manager is a client‑facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing.
WHAT YOU’LL DO Renewals & Marketing
Manage the renewal process from start to close, including expirations and renewal start procedures.
Attend pre‑renewal meetings to discuss exposures and strategy.
Prepare complete submission for Placement team with assistance from data management.
Prepare and finalize renewal proposals, ensuring alignment with quoted terms.
Bind coverage within company guidelines and verify policy accuracy.
Complete final policy check sign‑off and deliver policy documents.
Client Service & Support
Respond promptly to client inquiries, including miscellaneous requests and coverage questions.
Process endorsements, change requests, cancellations, and audits.
Handle billing, accounting, collections, and carrier discrepancies.
Prepare finance agreements using Ecomplete and file documentation.
Audit processing, including review, disputes, and communications.
Respond to client inquiries and service needs if Client Executive is unavailable.
Documentation & Compliance
Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files.
Ensure COI, EOP compliance; meet and resolve lender requirements.
Prepare and deliver schedules of insurance.
Maintain accurate and complete files on all policies and updates in the system.
Coverage Strategy & Account Rounding
Provide coverage recommendations and identify opportunities for account rounding.
Assist with retention of renewing accounts and identify cross‑selling opportunities.
Serve as a resource for internal teams on processes, procedures, and insurance knowledge.
WHAT YOU’LL BRING
Minimum of 5 years of mid‑to‑large commercial account management experience.
Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred).
Strong customer service and communication skills.
Detail‑oriented, organized, and deadline‑driven.
Ability to work independently and collaboratively in a fast‑paced environment.
High school diploma or equivalent; Bachelor’s degree preferred.
Valid Indiana Property & Casualty license or willingness to obtain within 90 days.
Advanced insurance designation required (AAI or CIC).
COMPENSATION The base pay will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data.
BENEFITS Generous paid time off, managed PTO, company‑observed holidays, early‑close days, parental leave, disability and bonding leave, employee referral bonus, quarterly recognition program, employee resource groups, mentorship, tuition reimbursement, leadership development, pet insurance, cancer insurance, identity theft protection, legal planning, family planning, menopause support, 401(k) matching, medical/dental/vision insurance, wellness and employee assistance programs, 50/50 work culture, and philanthropic giving.
DEPARTMENT Commercial Client Services.
EPIC embraces diversity and fosters an inclusive environment where every colleague feels welcomed, valued, respected, and heard.
#J-18808-Ljbffr
Client Manager
role at
EPIC Insurance Brokers & Consultants .
We are one of the fastest‑growing firms in the insurance industry, headquartered in San Francisco with offices across the U.S. Our core values are Owner mindset, Inspire trust, Think big, and Drive results.
LOCATION Hybrid: Indiana (any Epic office) and St. Louis, Missouri – 3 days a week in office.
JOB OVERVIEW The Commercial Client Manager is a client‑facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing.
WHAT YOU’LL DO Renewals & Marketing
Manage the renewal process from start to close, including expirations and renewal start procedures.
Attend pre‑renewal meetings to discuss exposures and strategy.
Prepare complete submission for Placement team with assistance from data management.
Prepare and finalize renewal proposals, ensuring alignment with quoted terms.
Bind coverage within company guidelines and verify policy accuracy.
Complete final policy check sign‑off and deliver policy documents.
Client Service & Support
Respond promptly to client inquiries, including miscellaneous requests and coverage questions.
Process endorsements, change requests, cancellations, and audits.
Handle billing, accounting, collections, and carrier discrepancies.
Prepare finance agreements using Ecomplete and file documentation.
Audit processing, including review, disputes, and communications.
Respond to client inquiries and service needs if Client Executive is unavailable.
Documentation & Compliance
Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files.
Ensure COI, EOP compliance; meet and resolve lender requirements.
Prepare and deliver schedules of insurance.
Maintain accurate and complete files on all policies and updates in the system.
Coverage Strategy & Account Rounding
Provide coverage recommendations and identify opportunities for account rounding.
Assist with retention of renewing accounts and identify cross‑selling opportunities.
Serve as a resource for internal teams on processes, procedures, and insurance knowledge.
WHAT YOU’LL BRING
Minimum of 5 years of mid‑to‑large commercial account management experience.
Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred).
Strong customer service and communication skills.
Detail‑oriented, organized, and deadline‑driven.
Ability to work independently and collaboratively in a fast‑paced environment.
High school diploma or equivalent; Bachelor’s degree preferred.
Valid Indiana Property & Casualty license or willingness to obtain within 90 days.
Advanced insurance designation required (AAI or CIC).
COMPENSATION The base pay will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data.
BENEFITS Generous paid time off, managed PTO, company‑observed holidays, early‑close days, parental leave, disability and bonding leave, employee referral bonus, quarterly recognition program, employee resource groups, mentorship, tuition reimbursement, leadership development, pet insurance, cancer insurance, identity theft protection, legal planning, family planning, menopause support, 401(k) matching, medical/dental/vision insurance, wellness and employee assistance programs, 50/50 work culture, and philanthropic giving.
DEPARTMENT Commercial Client Services.
EPIC embraces diversity and fosters an inclusive environment where every colleague feels welcomed, valued, respected, and heard.
#J-18808-Ljbffr