Senior Client Manager- Construction

Senior Client Manager- Construction

Senior Client Manager- Construction Commercial Lines of Insurance

Location : The role will be located out of our Newport Beach, CA or Ontario, CA office with a hybrid work schedule; in office 2x a week.

Summary : The Senior Client Manager within our Construction practice works with and supports Producers, Client Executives, 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 client relationships. 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. 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 :

Supervisory Responsibilities : May supervise Assistant Client Manager / Client Manager position(s).

Key Competencies :

Education and / or Experience : High school diploma or G.E.D. equivalent required. College degree preferred. 7+ years of commercial property and casualty insurance experience in a client facing role coming from an insurance Broker. 3+ years of Construction commercial account management experience. Insurance industry designations preferred but not required.

Certificates, Licenses, Registrations :

Physical Demands :

While performing the duties of this job, the employee is regularly required to move around, 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 and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

Work Environment and Environmental Conditions :

The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

Other Duties :

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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!

The national average salary for this role is $90,000 to $115,000 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 EPIC :