EPIC Insurance Brokers & Consultants
Client Manager- P&C
EPIC Insurance Brokers & Consultants, Saint Louis, Missouri, United States, 63146
Overview
Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We value capable, committed people who share our beliefs and drive results. We are headquartered in San Francisco and have over 3,000 employees nationwide with locations across the U.S. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your next career, consider joining our team. Location
St Louis, Missouri - Hybrid in office Job Overview
The Commercial Account Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. What You’ll Do
Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, 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 signoff 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 COIs, EPI codes, and related files; ensure COI, EOP compliance; meet lender requirements. Prepare and deliver schedules of insurance; maintain accurate and complete files on all policies and updates in the system. Provide coverage recommendations and identify opportunities for account rounding and cross-selling. Assist with renewal account retention and share knowledge with internal teams regarding processes and procedures. 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 offered will be determined based on experience, skills, training, certifications, and education, while considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer generous benefits, opportunities for career growth, and a supportive work environment. Benefits & Culture
Generous Paid Time Off and PTO for salaried and hourly employees; 22 PTO days to start for hourly/non-exempt; 12 company-observed paid holidays; 4 early-close days. Paid parental leave, pregnancy disability and bonding leave, organ donor leave, and other leave options. Employee referral bonus program and quarterly recognition awards. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Additional benefits: pet insurance, cancer insurance, identity theft protection, legal planning, family planning, menopause support, 401(k) matching, medical/dental/vision, wellness programs. 50/50 Work Culture promoting collaboration between producers and the rest of the business. EPIC Gives Back charitable initiatives and community involvement. EEO & Compliance
EPIC embraces diversity and is committed to an inclusive work environment. We are an equal opportunity employer and we request voluntary Self-Identification of disability to support compliance with OFCCP requirements. Details provided are confidential and used for compliance reporting. For more information about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/
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Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We value capable, committed people who share our beliefs and drive results. We are headquartered in San Francisco and have over 3,000 employees nationwide with locations across the U.S. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your next career, consider joining our team. Location
St Louis, Missouri - Hybrid in office Job Overview
The Commercial Account Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. What You’ll Do
Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, 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 signoff 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 COIs, EPI codes, and related files; ensure COI, EOP compliance; meet lender requirements. Prepare and deliver schedules of insurance; maintain accurate and complete files on all policies and updates in the system. Provide coverage recommendations and identify opportunities for account rounding and cross-selling. Assist with renewal account retention and share knowledge with internal teams regarding processes and procedures. 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 offered will be determined based on experience, skills, training, certifications, and education, while considering internal equity and market data. Why EPIC
EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer generous benefits, opportunities for career growth, and a supportive work environment. Benefits & Culture
Generous Paid Time Off and PTO for salaried and hourly employees; 22 PTO days to start for hourly/non-exempt; 12 company-observed paid holidays; 4 early-close days. Paid parental leave, pregnancy disability and bonding leave, organ donor leave, and other leave options. Employee referral bonus program and quarterly recognition awards. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Additional benefits: pet insurance, cancer insurance, identity theft protection, legal planning, family planning, menopause support, 401(k) matching, medical/dental/vision, wellness programs. 50/50 Work Culture promoting collaboration between producers and the rest of the business. EPIC Gives Back charitable initiatives and community involvement. EEO & Compliance
EPIC embraces diversity and is committed to an inclusive work environment. We are an equal opportunity employer and we request voluntary Self-Identification of disability to support compliance with OFCCP requirements. Details provided are confidential and used for compliance reporting. For more information about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/
#J-18808-Ljbffr