Client Manager -P&C Insurance

Client Manager - P&C Insurance

Location : This role is located in Bend, OR and will require a hybrid work schedule in office 2x a week.

Summary : The Client Manager works with and supports Producers, Client Advocates, and 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 large and complex client relationships. 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 is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Essential Duties and Responsibilities : Overall Ongoing Service Duties Include :

• Ensure timely and consistent review of expiration list.
• Processes (during non-renewal periods) 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.

Renewal Process :

Key Competencies :

Education and / or Experience :

Certificates, Licenses, Registrations :

The national average salary for this role is $60,000 to $70,000 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.

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!

Why EPIC :