Experienced Middle Market P&C Client Manager

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!

 

JOB OVERVIEW:

This is a hybrid role combining responsibilities from Client Executive, Senior Client Manager, and Assistant Client Manager positions. The Experienced Client Relationship Manager will serve as the primary point of contact for a defined book of middle market Property & Casualty clients, managing all aspects of client service, renewal strategy, and operational execution. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment and is eager to grow with the business.

This role is designed to evolve and grow! As the book of business and team expand, responsibilities will be redistributed to specialized roles (e.g., Assistant Client Manager, Senior Client Manager), allowing this position to focus more on strategic client leadership and mentorship.

 

WHAT WE’RE LOOKING FOR:

• REQUIRED: At least 5+ years of commercial insurance account management or brokering experience.
• LOCATION: This will start out as a work-from-home role, however we anticipate opening an office in Seattle sometime later in 2025. At that time this will become a hybrid role, so we're only considering qualified candidates in Washington State at this time, preferably in the Seattle area.

 

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

Client Relationship & Service

• Serve as the lead contact for all client service needs, ensuring high levels of trust, responsiveness, and satisfaction.
• Manage daily account servicing, including certificates, endorsements, audits, and policy reviews.
• Proactively identify client needs and coordinate internal resources to deliver solutions.
• Maintain accurate documentation in agency systems (e.g., Sagitta, ImageRight).

Renewals & Marketing

• Lead the renewal process from start to finish: gather data, analyze loss runs, prepare proposals, and negotiate with carriers.
• Develop and present renewal strategies and stewardship reports.
• Coordinate with underwriters, brokers, and carriers to secure optimal terms and pricing.

Operational Execution

• Oversee policy issuance, checking, and delivery.
• Manage open items, suspense tasks, and compliance with internal workflows.
• Support onboarding of new clients and assist with special projects as needed.

Team Collaboration & Development

• Mentor and support junior team members as the team grows.
• Collaborate with Producers, Claims Advocates, and Risk Control Consultants to deliver holistic client solutions.
• Participate in internal training, lunch-and-learns, and external workshops to stay current on industry trends.

New Business Development & Onboarding

• Partner with Producers and internal stakeholders to support the acquisition and onboarding of new middle market P&C clients.
• Lead or assist in the preparation of new business proposals, presentations, and marketing materials tailored to client-specific needs.
• Coordinate and attend prospect meetings, providing subject matter expertise and ensuring alignment between client expectations and service capa