LOCATION: Hybrid, Melville, NY, Jersey City, NJ, Summit, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB SUMMARY:

The Client Manager is a primary service owner responsible for delivering consistent, high‑quality client service and supporting the long-term success of complex commercial property and casualty insurance programs. This client-facing position partners closely with Producers, Senior Client Executives, and account teams to manage day-to-day service execution, coordinate renewals, and ensure accuracy, responsiveness, and consistency across an assigned book of business.

The ideal candidate brings strong technical insurance knowledge, excellent organizational skills, and a proactive service mindset. This role is well-suited for someone who enjoys managing details, building trusted client relationships, and serving as a key connector between clients, carriers, and internal teams.

KEY RESPONSBILITIES

Client Service & Account Management

Serve as a primary day-to-day service partner for assigned clients, ensuring timely, accurate, and consistent delivery of all servicing needs.
Manage insurance transactions outside of renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
Respond to client inquiries regarding policy terms, coverage, exclusions, and program details, collaborating with internal subject matter experts as needed.
Support Producers and Senior Client Executives with client communications, proposals, presentations, and participation in client or prospect meetings.
Prepare invoices and allocation schedules; proactively investigate and resolve billing questions in coordination with internal stakeholders.
Maintain accurate, real-time records in Agency Management Systems to support service quality, compliance, and reporting standards.
Create and manage open item lists to track deliverables, follow-ups, and outstanding requests across clients, carriers, and internal teams.
Prepare and maintain schedules of insurance, summaries of insurance, certificates, and coverage illustrations in accordance with client and carrier requirements.
Monitor accounts receivable and payable activity for assigned accounts and escalate concerns to appropriate team members as needed.
Utilize carrier portals and third-party certificate platforms to ensure timely and accurate documentation

Renewal Coordination

Review expiration lists and coordinate internal renewal strategy meetings with Producers, Senior Client Executives, Client Advocates, Senior Client Managers, and broking teams; document decisions and next steps.
Coordinate preparation of client-facing renewal presentations, marketing materials, and strategy documentation.
Analyze current programs and expiring exposures to support renewal planning and data collection efforts.
Request updated exposure information and coordinate responses across multiple client contacts when required.
Compile loss summaries and supporting documentation for renewals and ad hoc client requests.
Assist with carrier submissions, proposal development, and negotiation support as directed by the account team.