Client Manager - Commercial P&C Accounts

Location: Hybrid schedule required three days per week in the Dallas, Austin, or Houston offices.

Company

EPIC Insurance Brokers & Consultants is a rapidly growing property and casualty insurance brokerage founded in 2007, with more than 3,000 employees and over 60 offices across the United States.

What you will do

• Manage client service delivery throughout insurance renewals and policy periods for an assigned book of business, largely involving charter schools.
• Support Producers, Client Advocates, Client Executives, Senior Client Managers, carriers, and account teams in delivering client service.
• Respond to client inquiries, resolve concerns, and maintain complete documentation in Sagitta and ImageRight.
• Process applications, policy changes, renewals, endorsements, audits, and cancellations while coordinating with carriers.
• Review client exposures, loss experience, and coverage to provide proactive insurance solutions and product recommendations.
• Remarket accounts, support new-business solicitation and retention, and identify cross-selling opportunities.

Requirements

• At least three years of prior commercial insurance experience.
• Strong customer service, communication, diplomacy, organization, and problem-solving skills.
• Ability to assess insurance coverage needs and resolve client issues professionally.
• Ability to work independently and collaboratively in a team environment.
• Bachelor’s degree preferred; equivalent experience considered.
• Broker’s license required. Proficiency in Microsoft Office and relevant proprietary databases; experience with an agency management system such as Sagitta is beneficial.

Nice to have

• Insurance designation.
• Experience with Sagitta or a comparable agency management system.

Culture & Benefits

• 50/50 work culture focused on collaboration between producers and business service teams.
• Paid time off, company-observed holidays, early-close days, and paid parental and other leave programs.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Mentorship, tuition reimbursement, leadership development, and employee recognition programs.
• Additional benefits include pet insurance, identity theft protection, legal planning, and family planning support.
• Employee resource groups and charitable initiatives supporting an inclusive workplace and community involvement.