Client Manager- Commercial P&C Job Los Angeles area,California USA,Insurance

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 LA office, 3 days a week in office.

QUALIFICATIONS

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Ensure timely and consistent review of expiration list.

Process applications, policies, endorsements, binders/notice of elections, certificates, auto , audit requests/review, and other items related to servicing of clients during non-renewal periods.

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, insurance summaries, 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.

Support renewal process: schedule internal strategy meeting, document next steps, support external strategy meeting presentation and materials, prepare and review current program and expiring exposures, request updated exposures, coordinate client responses, request loss runs and compile loss summaries, support submission process, coordinate proposal process, manage policy checking process, manage certificates of insurance, auto , and posting notices renewal process, coordinate binding and post-binding processes, obtain premium financing options, invoice renewal and premium allocations.

Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

N/A

KEY COMPETENCIES

Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process.
Ability to understand coverage questions.
Recognize problems and respond appropriately.
Able to analyze situations logically in order to draw solid conclusions.
Strong attention to detail and time management abilities.
Ability to handle highly sensitive and confidential information.
Customer service oriented.
Enthusiasm and zest for continual learning.
Strong ability to multi-task and assign priority.
Ability to work effectively and efficiently both with and without direct supervision.
Ability to work effectively and efficiently in a team environment as well as independently.
Strong interpersonal communication skills, both written and oral.
Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc.

EDUCATION and/or EXPERIENCE

High school diploma or GED equivalent required. College degree preferred. 2+ years of commercial property and casualty insurance experience in a client facing role. Insurance industry designations preferred but not required.

CERTIFICATES, LICENSES, REGISTRATIONS

Property and Casualty Broker 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.…


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