EPIC Brokers

EPIC Brokers

Senior Client Manager- Construction Commercial Insurance

5250 North Palm Avenue Suite 220, Fresno, CA 93704 · Senior

Sponsorship not specified$90k-$115kDetected 23 hours ago
RESTAccount ManagementExcelCustomer SupportAR/VREpicResearchCommunicationCollaborationTime ManagementPublic SpeakingMicrosoft OfficeProperty & Casualty

About the role

  • SENIOR CLIENT MANAGER- CONSTRUCTION COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our Newport Beach, Ontario, Fresno or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.
  • The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand client relationships.
  • Creativity and independent thinking is valued throughout our organization.

Responsibilities

  • 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.
  • Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
  • Access/manage third party certificate sites and carrier websites.

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.
  • 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.
  • High school diploma or G.E.D. equivalent required.
  • College degree preferred.

Compensation

  • The national average salary for this role is $90,000 to $115,000 in base pay and exclusive of any bonuses or benefits.

Benefits

  • 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
  • Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.

Company info

  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and
  • Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide.
  • 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.

Equal opportunity

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
  • Reasonable accommodation 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.
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This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.