Senior Client Manager- Commercial P&C Accounts

The Senior Client Manager works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. 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.

Requirements

• Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.
• Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.
• Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.
• Delegate office administrative work and oversee tasks.
• Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.
• Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.
• Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.
• Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.
• Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.
• Work with claims advocates to ensure client needs are satisfied throughout the claims process.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Cancer Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs