Insurance Client Manager (P&C)
EPIC Insurance Brokers & Consultants2 days ago
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HybridFull-timeSenior
Summary
EPIC Insurance Brokers & Consultants is seeking an Insurance Client Manager (P&C) to join their team in Indiana. The role involves managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing.
About the Role
As an Insurance Client Manager, you will be responsible for managing renewals and marketing, providing client service and support, ensuring documentation and compliance, and developing coverage strategies. Your daily tasks will include attending pre-renewal meetings, responding to client inquiries, processing endorsements, and maintaining accurate policy files.
About You
Required:
- 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).
Benefits
- Generous Paid Time off including 22 PTO days for hourly/non-exempt employees and 12 company-observed paid holidays.
- Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
- Employee referral bonus program of $1,500 per hired referral.
- Quarterly employee recognition program and additional awards.
- Professional growth & development opportunities including mentorship and tuition reimbursement.
- Unique benefits such as Pet Insurance, Cancer Insurance, and Identity Theft Protection.
- 401(k) matching, medical, dental, and vision insurance.
EPIC Insurance Brokers & Consultants
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.
Indiana, United States