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Summary:

  • The Senior Client Manager works with producers and client executives to manage service delivery for construction commercial insurance clients.
  • The role is client-facing, team-focused, and requires professional skills in property and casualty insurance.

Key Responsibilities:

  • Ensure timely review of expiration lists and process renewals, including applications, policies, and endorsements.
  • Support the broader service team and prepare presentations and proposals for client meetings.
  • Manage invoicing, billing issues, and maintain agency management systems in real time.

Qualifications:

  • High school diploma or GED required; college degree preferred.
  • 5+ years of commercial property and casualty insurance experience in a client-facing role, with 3+ years in construction account management.
  • Must hold a Property and Casualty Broker License and possess strong attention to detail and time management abilities.

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm headquartered in San Francisco, founded in 2007. With over 3,000 employees nationwide, the company values an owner mindset, inspires trust, thinks big, and drives results.

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