Senior Client Manager- Commercial Insurance Real Estate

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!

SENIOR CLIENT MANAAGER- REAL ESTATE COMMERCIAL LINES OF INSURANCE

LOCATION:

The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.

SUMMARY:

The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle.

The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. Working in alignment with the Client Executive and Producer, this role translates broader client strategies into actionable service plans, manages account-level deliverables, and helps ensure client commitments are completed accurately and on time.

The Senior Client Manager II also provides mentoring, technical guidance, and knowledge-sharing to service team members while contributing to operational excellence, consistency, and overall client satisfaction.

You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking are valued throughout our organization. To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions

ESSENTIAL DUTIES & RESPONSIBILITIES:

Client Service & Account Management

• Serve as the primary day-to-day client contact for assigned accounts, working in partnership with the Client Executive and Producer to deliver an aligned client experience.
• Establish and maintain strong client relationships through proactive communication, technical consultation, responsiveness, and follow-through.
• Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management matters.
• Review client insurance programs and identify potential coverage gaps, exposure concerns, coverage enhancements, and risk management solutions.
• Manage and oversee day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, allocations, and other account servicing activities.
• Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs.
• Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables.
• Maintain complete and accurate agency management and document management system records and ensure activities meet applicable quality, documentation, and service standards.
• Manage open items, service timelines, and client commitments to ensure timely and accurate completion of deliverables.
• Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities as appropriate.
• Partner with Claims and carrier resources to support the resolution of client claim matters.
• Serve as an initial escalation point for complex service matters and coordinate with the Client Executive, Producer, Client Service Leader, or other appropriate resources when broader relationship, coverage, or strategic intervention is needed.

Renewal Strategy & Execution

• Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities.
• Partner with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and overall program performance.
• Develop technical analyses and recommendations that support renewal strategy and program design decisions.
• Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up activities.
• Lead the collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information.
• Coordinate submission development and marketing activities in alignment with the strategy established by the Client Executive and Producer.
• Prepare high-quality submissions and supporting documentation for the marketplace.
• Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives.
• Provide recommendations regarding program structure, deductibles, limits, coverage enhancements, and other program considerations.
• Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy.
• Participate in proposal development and client presentations, providing technical consultation regarding coverage options and recommendations.
• Coordinate binding activities, including orders to bind, coverage confirmations, evidence of insurance, and policy issuance.
• Oversee policy checking, carrier corrections, and final policy delivery.
• Develop billing allocations and coordinate accurate and timely renewal invoicing.

• Leadership & Team Support

  • Provide mentoring, technical guidance, and knowledge-sharing to Client Managers, Account Managers, Assistant Account Managers, and other service team members.
  • Coordinate and assign account-level service activities consistent with established team roles while maintaining accountability for assigned deliverables.
  • Support onboarding and training through process guidance, account knowledge transfer, and technical instruction.
  • Share expertise regarding coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices.
  • Support department initiatives focused on operational efficiency, service consistency, quality, technology adoption, and employee development.
  Foster effective collaboration among client service, sales, Claims, Risk Control, carriers, and other internal and external

REQUIREMENTS:

• Advanced knowledge of commercial Property & Casualty insurance, including major coverage lines and complex commercial exposures.
• Strong technical ability to analyze policies, endorsements, contracts, loss information, exposure data, and other insurance-related documentation.
• Demonstrated experience managing complex renewal and account-service processes.
• Strong client relationship, consultation, negotiation, presentation, and communication skills.
• Ability to recognize coverage and service issues, evaluate alternatives, and recommend appropriate solutions.
• Strong analytical and problem-solving skills with the ability to exercise sound judgment.
• Strong project management, organization, prioritization, and time-management skills.
• Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight.
• Advanced proficiency in Microsoft Office and applicable agency and document management systems.
• Demonstrated ability to leverage technology, data, and emerging AI solutions to improve workflows, documentation quality, client deliverables, accuracy, and service efficiency.
• Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems.
• High level of professionalism, discretion, and commitment to delivering high-quality client experiences.

SUPERVISORY RESPONSIBILITIES:

N/A

EDUCATION and/or EXPERIENCE:

• Bachelor's degree preferred.

• Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant experience in a client-facing account management role.
• Demonstrated experience managing complex middle-market and/or large commercial accounts.
• Experience coordinating renewals, analyzing coverage, evaluating insurance programs, and providing consultative client solutions.
• Demonstrated experience providing technical guidance, mentoring, or account leadership to service team members preferred.
• Relevant insurance industry designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred.

CERTIFICATES, LICENSES, REGISTRATIONS:

• Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
• Valid driver’s license

PHYSICAL DEMANDS:

The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

The noise level in the work environment is typically moderate, with minimal exposure to physical risk.

OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.

The national average salary for this role is $125,000 to $155,000 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.

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:

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.

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