Senior Client Manager/Team Lead for Commercial P&C

Location: Hybrid schedule required three days per week from the Dallas, Austin, or Houston offices, United States. Independent travel to clients is required, and some air travel may be necessary.

Company

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

What you will do

• Manage client service delivery across the insurance renewal and policy periods for an assigned book of business largely comprised of charter schools.
• Act as the primary client resource for risk management, coverage, contractual, compliance, and claims-related questions.
• Analyze client, claims, and market data; develop renewal options; and advise clients on coverage, exclusions, pricing, and alternatives.
• Negotiate with carriers on premiums, commissions, and coverage, and support marketing, renewal, and new-business presentations.
• Coordinate service activity, delegate administrative work, and supervise Client Managers and Assistant Client Managers.
• Mentor the client service team through goal setting, coaching, feedback, process improvement, and talent development.

Requirements

• At least five years of experience in a mid-size brokerage or independent insurance agency.
• Valid state Property and Casualty license and state driver’s license.
• In-depth knowledge of the insurance business, coverage forms, contractual agreements, financial statements, and complex shared or layered programs.
• Strong negotiation, communication, delegation, coaching, mentoring, project management, and team management skills.
• Proficiency in Microsoft Office, especially Excel; proficiency in Sagitta and ImageRight is preferred.
• High school diploma or GED required; college degree and insurance designations such as CIC, CRM, or CPCU preferred.

Culture & Benefits

• Hybrid work environment with collaboration between producers and service teams.
• Paid time off, paid holidays, early-close days, and paid parental, pregnancy disability, bonding, and donor leave.
• 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, cancer insurance, identity theft protection, legal planning, and family planning support.
• Employee resource groups and charitable initiatives supporting an inclusive workplace.