Commercial Insurance Sr. Client Manager

Job Overview The Sr. Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department of EPIC Insurance Brokers & Consultants. This role handles day‑to‑day client service needs, coordinates renewal and new business activities, and ensures accurate policy administration. While the Sr. Client Manager works collaboratively with Producers and support staff, it is not the primary presenter of new or renewal proposals to clients. Location Hybrid schedule: Chicago (IL) office, 3 days a week on site. Responsibilities Client Service & Relationship Support Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs. Support Producers in building and maintaining strong, trust‑based client relationships. Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery. Marketing & New Business Development Support Collaborate with Producers to define marketing strategies, target pricing, and carrier selection. Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions. Assist in negotiating coverage terms, premiums, and commissions with carriers. Utilize PowerBroker AI to generate quote comparisons and assist in proposal development. Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter. Policy Management & Compliance Maintain accurate and up‑to‑date client data in the Sagitta Agency Management System. Request binding of coverage and coordinate with support staff to initiate renewal activities. Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business. Prepare Broker of Record letters in accordance with established procedures. Renewal Process Management 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy. 120 Days Out: Submit to early‑accepting carriers; review loss summaries with Producer. 90 Days Out: Submit to all identified markets and begin follow‑up. 60 Days Out: Continue follow‑up and provide additional information as needed. 30 Days Out: Finalize quotes and prepare proposals for delivery. Qualifications At least 5+ years of commercial insurance marketing, placement, or brokering experience, both client‑ and carrier‑facing. Strong knowledge of all lines of coverage. Excellent communication, problem‑solving, and relationship‑building skills. Ability to thrive in a collaborative, fast‑paced environment while working independently. Proficiency with Sagitta, ImageRight, Broker Buddha, and PowerBroker AI. Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint). Demonstrated ability to work collaboratively within a team and support multiple stakeholders. Compensation The national average salary for this role is $110,000 to $120,000 in base pay and exclusive of any bonuses or benefits. The base pay offered 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 for salaried/exempt employees; 22 PTO days 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. Employee referral bonus program of $1,500 per hired referral. Employee recognition programs for demonstrating EPIC’s values and additional awards (including trips). Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Unique benefits: Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support. Additional benefits: 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs. 50/50 Work Culture: EPIC fosters collaboration and an inclusive environment between producers and the rest of the business. Community giving: Charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation. EEO Statement 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. Diversity drives innovation and creates an environment where every employee feels included and empowered, helping us to deliver the best outcome to our clients. State Law Statement Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr Epic-Insurance-Brokers-