Client Manager, P&C Programs

Overview:

The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available.

As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment.  A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile.

Location:  This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office.

Position Requirements:

 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.

• Agent’s Insurance license
• Comprehensive knowledge of insurance industry standards, policies and procedures
• 4-5 years experience specific to job duties
• Written and verbal communication skills
• Negotiation skills
• Public speaking skills
• Excellent listening skills
• Coaching and mentoring skills
• Intermediate level of proficiency with Microsoft Office
• Planning, prioritization and organizational skills
• Strong time management skills including ability to manage multiple priorities
• Goal oriented with the ability to meet deadlines
• Ability to manage work from several sources
• Ability to delegate work
• Sense of urgency in meeting client and producer expectations
• Attention to details
• Attend mandatory internal training classes
• Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU

Essential Duties and Responsibilities:

• Act as client advocate at all times

• Maintain positive relationship and excellent communication with client and co-workers
• Serve as primary contact for client and respond to client’s needs
• Assure the accurate and efficient delivery of client services
• Actively manage client expectations
• Mentor, Coach and train co-workers
• Allocate and delegate work as necessary
• Maintain account information and document communication in agency management system
• Oversee File set-up
• Prepare folders/binders for specifications, proposal or policies
• Actively manage open activities
• Request renewal information from client
• Send applications to client for completion
• Select markets in conjunction with producer(s) and Team Lead
• Update loss information and prepare summary for renewals
• Prepare applications and specifications for marketing assigned accounts
• Create submission letters to accompany specifications
• Analyze policy contracts for proposal
• Negotiate pricing and coverage
• Prepare and present proposal and summaries
• Prepare premium summary and comparison on renewals
• Correspond with Boards, Bureaus and other regulatory bodies (i.e. SPCB, DPR, DMV, PUC, WCIRB etc.)
• Oversee issuance of binders, invoices and renewal documents
• Calculate premium breakdown for clients and provide spreadsheet as requested
• Review insurance policies to ensure coverage is as ordered
• Answer client questions and help solve coverage related problems
• Responsible for marketing of new and renewal business on