What are the responsibilities and job description for the Senior Client Manager, Risk Management position at EPIC Insurance Brokers & Consultants?

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

Loss Sensitive Programs

Large Deductibles and Self-Insured Retentions

Captives

Actuarial Analysis and Projections

Claim Reviews Process

International Operations

Program Design – Corridors, Quota Share, Coinsurance

Knowledge, Skills, and Abilities

Strong written and verbal communication skills and organizational skills.

Strong quantitative and analytical skills

High attention to detail

Strong interpersonal skills to foster relationships with clients, colleagues, and insurance carrier representatives

Ability to develop and maintain thorough knowledge about products available in the marketplace and translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved.

Ability to work independently, self-directed and meet deadlines

Ability to prioritize and manage multiple projects / assignments, and communicate with team members across various offices

Desire to work in a collaborative, team-oriented environment

Ability to learn and grasp concepts quickly

Credentials and Experience

Bachelor’s Degree

Minimum of 5 years of insurance broking experience (or similar insurance underwriting experience)

Proficient in Microsoft Office Software (Word, Excel, PowerPoint, Outlook)

Broker’s License in current state of residence

Valid state drivers license required

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

WHY JOIN EPIC?

Ranked #17 Top 100 Largest U.S. Broker by Business Insurance

Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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Senior Client Manager, Risk Management

What are the responsibilities and job description for the Senior Client Manager, Risk Management position at EPIC Insurance Brokers & Consultants?

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