Client Manager - Commercial P&C

SUMMARY

The Client Manager works with and supports Producers, Senior 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 commercial/P&C accounts. 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.

This position is a senior, client‑facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program‑level strategy and providing consultation to clients.

Location: This role requires a hybrid work schedule out of our Dallas office, 3 days a week in office.

You will find EPIC to be a fast‑paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. 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.

Overall Ongoing Service

Duties Include:

• Ensure timely and consistent review of expiration list.
• Process (during non‑renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto , audit requests/review, and other items related to the servicing of clients.
• Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.
• Assist broader service team and broking team in servicing clients.
• Provide support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Prepare all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate.
• Provide standard office/administrative support as needed.
• Maintain Agency Management Systems and Share Drive files in real time.
• Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.
• Prepare and maintain schedules of insurance, summaries of insurance, and coverage illustrations.
• Consistently establish and maintain high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.
• Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.
• Oversee AR report for all assigned accounts, engaging Producer/Client Advocate, Client Executive as needed.
• Access/manage third party certificate sites and carrier websites.

Renewal Process

• Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next‑steps with internal team.
• Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.
• Prepare and review current program and expiring exposures for information gathering process with client.
• Request updated exposures from client and coordinate client responses with multiple client contacts as required.
• Request loss runs and compile loss summaries for renewals and on ad‑hoc basis as required.
• Support submission process as required by assigned accounts.
• Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.
• Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.
• Manage the certificates of insurance, auto , and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.
• Coordinate binding and post‑binding processes, including order to bind, confirmation…