Client Manager, Commercial Lines

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!

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.

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

• 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.

• 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).

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…