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Client Manager, ESPI Programs

10877 White Rock Road Suite 300, Rancho Cordova, CA 95670

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!

SUMMARY:

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.

This is a Hybrid position working out of the Rancho Cordova, CA 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 behalf of prospects and clients
    • Assist in the solicitation of new business
    • Perform contract/lease review
    • Other duties as assigned

SUPERVISORY RESPONSIBILITIES:

  • Provide indirect leadership to Assistant Client Managers

CONTACTS:

  • Negotiate with carriers
    • Provide technical expertise to clients
    • Solicit new business from prospective clients
    • Interact with wholesale brokers to purchase products
    • Exchange information with internal staff members

EDUCATION and/or EXPERIENCE:

  • High school diploma; college degree preferred;
    • Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software;
    • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
    • Must have a high level of interpersonal skills to handle sensate and confidential situations. The position continually requires teamwork, demonstrated poise, tact and diplomacy.
    • 4-5 years experience as an Account Manager performing the specific job duties outlined in this job description

CERTIFICATES, LICENSES, REGISTRATIONS:

  • Property and Casualty Broker-Agent License
    • Valid Driver License

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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


WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations 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.

 

COMPENSATION:

The national average hourly wage for this role is $38.46 - 46.15/hour 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:

EPIC has over 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • Generous Paid Time off
    • Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early close days; plus, additional paid days off
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Work-life balance, especially with our standard work weeks being 37.5 hours not 40 hours
  • Generous employee referral bonus program of $1,500 per hired referral
  • Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans
  • Professional growth & development: Mentor Program, Tuition Reimbursement Program
  • Unique insurance, such as Pet Insurance and Cancer Insurance
  • Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
  • We’re a top 10 privately held insurance brokerage
  • We’ve consistently been voted “Best place to work” in the insurance industry since 2009

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

#LI-MA1

#LI-Hybrid

 

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