Senior Client Manager/ Team Lead for Commercial P&C (Insurance)

Location: Hybrid schedule from the Dallas, Austin, or Houston offices, with three days per week in the office. The role requires independent travel to clients, including possible air travel.

Company

EPIC Insurance Brokers & Consultants is a rapidly growing property and casualty insurance brokerage 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 throughout insurance renewals and policy periods for a complex book of business largely comprising charter schools.
• Act as the primary client resource for risk management, coverage, contractual, compliance, market, and legislative matters.
• Analyze client, claims, and market data; develop renewal options; advise on coverage and exclusions; and negotiate premiums, commissions, and coverage with carriers.
• Prepare renewal specifications, presentations, and proposals, and support new business development and client meetings.
• Coordinate service activity with producers, client advocates, client executives, claims advocates, underwriters, brokers, and other professional service providers.
• Supervise, coach, mentor, and develop Client Managers and Assistant Client Managers while improving team processes and service execution.

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 commercial insurance knowledge, including coverage forms, contractual agreements, financial statements, legislation, and market trends.
• Strong negotiation, leadership, delegation, coaching, mentoring, communication, and client relationship management skills.
• Proficiency in Microsoft Office, especially Excel, and the ability to manage multiple priorities independently in a fast-paced environment.
• High school diploma or GED required; a college degree is preferred.

Nice to have

• Experience with Sagitta and ImageRight.
• Project and team management experience.
• Insurance designations such as CIC, CRM, or CPCU.
• Experience with complex shared or layered insurance programs.

Culture & Benefits

• Paid time off, paid holidays, early-close days, and parental, pregnancy, bonding, and donor leave options.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Mentorship, tuition reimbursement, leadership development, and employee recognition programs.
• Additional coverage options include pet insurance, cancer insurance, identity theft protection, legal planning, and family planning support.
• Collaborative and inclusive work culture focused on trust, ownership, innovation, teamwork, and results.