What are the responsibilities and job description for the Senior Client Manager, Risk Management position at EPIC Brokers?
Overview
This position is responsible for assisting in all phases of client relationship management and retention strategies, with a focus on service and delivery of EPIC resources to our large account clients. EPIC is looking for a self-motivated, high energy and well-organized expert to join our team.
Location :
This role requires a hybrid work schedule either out of our Newport Beach or LA office.
Duties & Responsibilities
- Know our client's business, goals, and objectives
- Work with our Client Advocate to develop risk management strategies that are key to the client's business, goals, and objectives
- Work with the core service team to manage service delivery and ensure quality levels are met
- Manage and Maintain : Certificates of Insurance, Auto ID Cards, Posting Notices, Invoicing, Policy Management, Schedules of Insurance, Shared Drive and Shared Portals, Expiration Lists, Checklists
- Contract Review
- Coverage Knowledge and Technical Abilities : General Liability, Business Auto, Workers Compensation, Umbrella / Excess Liability, Environmental, Financial and Executive Risk (D&O, EPL, Fiduciary, Crime, Cyber)
- Mergers and Acquisition Due Diligence
- Work with clients to identify, analyze and quantify exposures
- Review clients' exposures and loss experience against current types of coverage and analyze the risks to determine the products and service requirements in collaboration with Client Advocate and product line specialists
- Prepare Submissions and Loss Run Summaries
- Participate in the Broker Business Plan and Client Management Process
- Coordinate the production of stewardship reports
- Prepare professional proposals and written reports
- Understand Risk Consulting Services (Claims, Loss Control and Analytics)
- Maintain current knowledge of industry and market trends
- Learn the value proposition of all Practices, including Property, Casualty, Executive Risk & Cyber, Aviation, Marine, Surety, Environmental and Benefits; contribute to the production of new sales collateral as needed
- Perform such other duties as may be assigned by the company at its discretion from time to time
Preferred Experience
Knowledge, Skills, and Abilities
Credentials and Experience
The national average salary for this role is $110,000 to $120,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN EPIC?
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
LI-LL1 #LI-Hybrid
Salary : $110,000 - $120,000
