Client Manager

Senior Client Manager- Construction The Senior Client Manager within our Construction practice works with and supports Producers, Client Executives, and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand client relationships. Overall ongoing service duties include ensuring timely and consistent review of expiration list, processing applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients. Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Assists broader service team and broking team in servicing clients. Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate. Provides standard office/administrative support as needed. Maintains Agency Management Systems and Share Drive files in real time. Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed. Prepare and maintain schedules of insurance, summaries of insurance, and coverage illustrations. Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity. Oversee AR report for all assigned accounts, engaging Producer/Client Advocate, Client Executive as needed. Access/manage third party certificate sites and carrier websites. Other duties may be assigned. May supervise Assistant Client Manager/Client Manager position(s). Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process. Ability to understand coverage questions. Recognize problems and respond appropriately. Able to analyze situations logically to draw solid conclusions. Strong attention to detail and time management abilities. Ability to handle highly sensitive and confidential information. Customer service oriented. Enthusiasm and zest for continual learning. Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral. Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc. Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. High school diploma or G.E.D. equivalent required. College degree preferred. 5+ years of commercial property and casualty insurance experience in a client facing role coming from an insurance Broker. 3+ years of Construction commercial account management experience. Insurance industry designations preferred but not required. Property and Casualty Broker License. Valid Driver License While performing the duties of this job, the employee is regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $90,000 to $115,000 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. Generous Paid Time off 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 limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs #J-18808-Ljbffr