EPIC Insurance Brokers & Consultants

Client Manager, P&C Insurance

EPIC Insurance Brokers & Consultants

full-time

Posted on:

Origin:  • 🇺🇸 United States • Oregon, Washington

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Job Level

Mid-LevelSenior

About the role

  • The Client Manager works with and supports Producers, Client Advocates, 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 large and complex client relationships.
  • 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.
  • Renewal process duties including internal strategy meetings, supporting submissions, coordinating proposals, managing policy checking, certificates, binding and post-binding processes, obtaining premium financing options, invoicing renewals and allocations.

Requirements

  • Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process.
  • Ability to understand coverage questions.
  • Recognize problems and respond appropriately.
  • Able to analyze situations logically in order to draw solid conclusions.
  • Strong attention to detail and time management abilities.
  • Ability to handle highly sensitive and confidential information.
  • Customer service oriented.
  • Enthusiasm and zest for continual learning.
  • Strong ability to multi-task and assign priority.
  • Ability to work effectively and efficiently both with and without direct supervision.
  • Ability to work effectively and efficiently in a team environment as well as independently.
  • Strong interpersonal communication skills, both written and oral.
  • Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc.
  • High school diploma or G.E.D. equivalent required. College degree preferred.
  • 3 – 5 years of commercial property and casualty insurance experience in a client facing role.
  • Insurance industry designations preferred but not required.
  • Property and Casualty Broker License
  • Valid Driver License