Senior Client Manager - Commercial Insurance

1 California Street Floor 4, San Francisco, CA 94111

SENIOR CLIENT MANAGER- COMMERCIAL LINES

LOCATION :

The role can either be located out of our Rancho Cordova or San Francisco office with a hybrid work schedule.

SUMMARY :

This role will be servicing a book of business of Artisan Contractors.

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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Primary expert resource and first point of contact for clients, which includes research / analysis and handling of a wide variety of client questions regarding risk management, coverage / eligibility, contractual issues, and government reporting compliance.

Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on an ongoing basis.

Routine questions are delegated.

For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions;

negotiates premium and commission rates on behalf of clients for best alternatives.

• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of a team.
• Conducts marketing and new business development for the employee’s book of business.
• Delegates office administrative work to appropriate staff and oversees tasks.

SERVICE :

• Establishes and maintains primary, ongoing business relationships with clients and becomes first point of contact for all client service needs;
• 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;
• Interface with clients, producers and other team members to develop a comprehensive customer service plan;
• Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives;
• Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage;
• Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations;
• Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.

MARKETING :

• Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing;
• Negotiate with carriers for best available premiums, commissions and coverage;
• Conduct renewal presentations as part of a team;
• Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities;
• Develop strong relationships with a wide range of business partners, including underwriters, London brokers, wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.

PERSONAL AND ORGANIZATIONAL DEVELOPMENT :

• Set priorities and manage workflow for self to ensure all goals are met;
• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
• Document correspondence and activity in agency management systems;
• 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, technology to continuously improve knowledge and performance;
• Project a professional image in action and appearance.

SUPERVISORY RESPONSIBILITIES :

EDUCATION and / or EXPERIENCE :

• 2-3 years' of experience servicing Artisan Contractor Accounts;
• High school diploma or G.E.D. equivalent required. College degree preferred;
• Five or more years’ experience in mid-size brokerage or carrier;
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software;
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS :

Valid State Property and Casualty License required;

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

Valid State Driver’s License Required.

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; 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, color vision, and ability to adjust focus.

Ability to travel independently to clients; some air travel may be required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations 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 $75,000 to $90,000 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 JOIN EPIC?

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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.

LI-LL1 #LI-Hybrid

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