Senior Client Manager- Commercial Insurance Real Estate

About this role

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!

SENIOR CLIENT MANAAGER- REAL ESTATE COMMERCIAL LINES OF INSURANCE

LOCATION:

The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.

SUMMARY:

The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle.

The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. Working in alignment with the Client Executive and Producer, this role translates broader client strategies into actionable service plans, manages account-level deliverables, and helps ensure client commitments are completed accurately and on time.

The Senior Client Manager II also provides mentoring, technical guidance, and knowledge-sharing to service team members while contributing to operational excellence, consistency, and overall client satisfaction.

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 are valued throughout our organization. To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions

ESSENTIAL DUTIES & RESPONSIBILITIES:

Client Service & Account Management

• Serve as the primary day-to-day client contact for assigned accounts, working in partnership with the Client Executive and Producer to deliver an aligned client experience.

• Establish and maintain strong client relationships through proactive communication, technical consultation, responsiveness, and follow-through.

• Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management matters.

• Review client insurance programs and identify potential coverage gaps, exposure concerns, coverage enhancements, and risk management solutions.

• Manage and oversee day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, allocations, and other account servicing activities.

• Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs.

• Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables.

• Maintain complete and accurate agency management and document management system records and ensure activities meet applicable quality, documentation, and service standards.

• Manage open items, service timelines, and client commitments to ensure timely and accurate completion of deliverables.

• Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities as appropriate.

• Partner with Claims and carrier resources to support the resolution of client claim matters.

• Serve as an initial escalation point for complex service matters and coordinate with the Client Executive, Producer, Client Service Leader, or other appropriate resources when broader relationship, coverage, or strategic intervention is needed.

Renewal Strategy & Execution

• Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities.

• Partner with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and overall program performance.

• Develop technical analyses and recommendations that support renewal strategy and program design decisions.

• Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up activities.

• Lead the collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information.

• Coordinate submission development and marketing activities in alignment with the strategy established by the Client Executive and Producer.

• Prepare high-quality submissions and supporting documentation for the marketplace.

• Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives.

• Provide recommendations regarding program structure,…