Senior Account Manager-Commercial Lines

678 Front Avenue NW, Suite 330, Grand Rapids, MI 49504-5323

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!

LOCATION : Grand Rapids, MI, this role requires being in the office 5 days a week

Responsibilities

• In this Senior Client Manager role, you will be responsible for processing (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
• Services client accounts with oversight of Producers, which includes research / analysis and handling of client questions on coverage and other policy / contractual issues. Makes routine policy adjustments.
• Conducts renewal process with oversight of Producers, including exposure analysis for client (e.g., reviews census / experience data, contractual requirements for insurance), strategizes with Producer and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder.
• Provides support to Producers, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Maintains client files in appropriate systems; prepares billing and provides standard office / administrative support.
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes and the reporting of claims.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.
• In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.
• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
• Aggressively and professionally negotiate premiums with underwriters and wholesalers.
• Prepare proposals and provide other technical support in the sales process as needed.
• Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business.
• Other duties may be assigned.
• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stay informed regarding industry information, new product / program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
• Other duties may be assigned.
• Work effectively to resolve problems or enhance service in a timely manner.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Ensure expert knowledge is maintained.

Qualifications

Compensation

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 :

To learn more about EPIC, visit our Careers Page : https : / / www.epicbrokers.com / about / epic-careers / .

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.

California Applicants - View your privacy rights at : https : / / www.epicbrokers.com / wp-content / uploads / 2025 / 01 / epic-ca-employee-privacy-notice.pdf.

We are a federal contractor subject to OFCCP requirements; Voluntary Self-Identification and Disability forms may be requested.

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