Commercial Insurance Sr. Client Manager

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 New York City and founded in 2007, our company has over 3,000 employees nationwide. , 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!

JOB OVERVIEW: The ESPI Programs Division at EPIC Insurance Brokers Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The Sr.

Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role is responsible for managing day-to-day client service needs, coordinating renewal and new business activities, and ensuring accurate policy administration. The Sr Client Manager works collaboratively with Producers and support staff, but does not serve as the primary presenter of new or renewal proposals to clients.

LOCATION: This role requires a hybrid work schedule out of our Chicago (IL) office, 3 days a week in office.

WHAT WE’RE LOOKING FOR

: REQUIRED: Candidates with at least 5+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage. Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.

Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment. Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU’LL DO

: A detailed list of job duties includes (but is not limited to): Client Service Relationship Support • Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs. • Support Producers in building and maintaining strong, trust-based client relationships. • Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.

Marketing New Business Development Support • Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.

Requirements

) to prepare comprehensive submissions. • Assist in negotiating coverage terms, premiums, and commissions with carriers. • Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.

• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter. Policy Management Compliance • Maintain accurate and up-to-date client data in the Sagitta Agency Management System. • Request binding of coverage and coordinate with support staff to initiate renewal activities.

) is accurately saved in ImageRight and workflows are followed for both new and renewal business.