$90,000 – $110,000/yr

Client Manager- P&C Accounts (Northern, CA)

San Franciscomid

OtherClient Manager

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Quick Summary

Key Responsibilities

· Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility,

Requirements Summary

· Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility,

Technical Tools

OtherClient Manager

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities

~1 min read

•High school diploma. I prefer a college degree.
• Minimum of five years’ experience in mid-size brokerage or carrier.

• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

What We Offer

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✓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

✓Employee recognition programs 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”