Client Manager, Commercial Lines

About the role

LOCATION: Hybrid, New York, NY (Flexible for remote if not near the office).

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 4,000 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!

Role Summary

The Client Manager independently manages day-to-day service delivery for an assigned book of commercial Property & Casualty clients, coordinating service activity, renewals, and client communications. This role ensures accuracy, responsiveness, and accountability across all servicing needs.

Role Differentiator: This is the first role with direct client service ownership and accountability for service execution and renewal coordination.

Key Responsibilities

• Client Service Ownership & Relationship Support: Owns day-to-day servicing for assigned accounts, responding to client inquiries with clear guidance and follow-through, coordinating internal partners, and delivering a consistently high-quality experience across routine and time-sensitive needs. Develop relationship with client and participate in meetings.
• Renewal Coordination & Marketing Support: Support Client Executive with renewal planning and execution by organizing internal strategy meetings, managing exposure and loss data, supporting submission and proposal development, and ensuring renewal materials are accurate, organized, and delivered on schedule.
• Policy Lifecycle & Coverage Documentation: Manages mid-term transactions including applications, endorsements, binders, audits, certificates, and evidence of insurance; supports policy review, quality checks, and carrier corrections to reduce rework and downstream issues.
• Billing, Invoicing & Financial Stewardship: Prepares invoices and allocation schedules, monitors AR/AP activity, investigates billing discrepancies, and escalates issues appropriately to protect client relationships and ensure financial accuracy.
• Systems, Workflow & Vendor/Carrier Navigation: Maintains accurate real-time documentation in Agency Management Systems, tracks open items across clients, carriers, and vendors, and uses carrier portals and third-party certificate platforms to keep deliverables complete, current, and compliant.

Skills & Requirements

• Professional Skills: Strong communication and organization; ability to explain technical concepts clearly; disciplined prioritization; strong accountability; proficiency in Microsoft Office and agency systems.
• Education & Licensing: High school diploma/GED required; bachelor's preferred; 3-5 years commercial P&C experience; active P&C license; professional designations preferred (CIC, CRM, ARM, CPCU).

Career Path & Development Focus

• Typical Next Role: Senior Client Manager
• Performing Well in Role: Delivers high-value service by balancing quality and speed, gathering accurate information to resolve discrepancies, maintaining constructive dialogue with clients and partners, recognizing issues early, and driving open items to closure through strong organization and accountability
• Growth Focus: Strengthen analytical thinking by connecting exposures, documentation, and service activity to prevent downstream issues; improve conflict handling by identifying root causes; and continue refining planning and prioritization across renewal and mid-term demands.
• Readiness Defined As: Readiness for Senior Client Manager is demonstrated when the Client Manager independently manages more complex accounts with minimal escalation, identifies issues and opportunities early, communicates clearly across stakeholders, and consistently meets service standards while balancing competing deadlines.

Compensation

Exempt: The base salary range for this position is $90,000 - $100,000. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Why Epic

EPIC has over 60 offices and 4,000 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
• 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
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• 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
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"

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.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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