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 San Francisco and founded in 2007, our company has over 3,000 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!
LOCATION: Indiana (Any Epic office location) and St Louis, Missouri -Hybrid 3 days a week in the office
JOB OVERVIEW: The Commercial Client Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions.
WHAT YOU’LL DO:
Renewals & Marketing
Manage the renewal process from start to close, including expirations and renewal start procedures.
- Attend pre-renewal meetings to discuss exposures and strategy.
- If remarketing, prepare complete submission for Placement team with assistance from data management.
- Prepare and finalize renewal proposals, ensuring alignment with quoted terms.
- Bind coverage within company guidelines and verify policy accuracy.
- Complete final policy check signoff and deliver policy documents.
Client Service & Support
- Respond promptly to client inquiries, including miscellaneous requests and coverage questions.
- Process endorsements, change requests, cancellations, and audits.
- Handle billing, accounting, collections, and carrier discrepancies.
- Prepare finance agreements using Ecomplete and file documentation.
- Audit processing, including review, disputes, and communications.
- Respond to client inquiries and service needs if Client Executive is unavailable.
Documentation & Compliance
- Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files.
- Ensure COI, EOP compliance; meet and resolve lender requirements.
- Prepare and deliver schedules of insurance.
- Maintain accurate and complete files on all policies and updates in the system.
Coverage Strategy & Account Rounding
- Provide coverage recommendations and identify opportunities for account rounding.
- Assist with retention of renewing accounts and identify cross-selling opportunities.
- Serve as a resource for internal teams on processes, procedures, and insurance knowledge.
WHAT YOU’LL BRING:
- Minimum of 5 years of mid-to-large commercial account management experience.
- Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred).
- Strong customer service and communication skills.
- Detail-oriented, organized, and deadline-driven.
- Ability to work independently and collaboratively in a fast-paced environment.
- High school diploma or equivalent; Bachelor’s degree preferred.
- Valid Indiana Property & Casualty license or willingness to obtain within 90 days
- Advanced insurance designation required (AAI or CIC).
COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 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
Quarterly employee recognition program 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, Cancer 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”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/
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.
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What We Do
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers
