Commercial Insurance Sr. Client Manager

EPIC Insurance Brokers & Consultants

Rancho Cordova, CA, United States
Base: $110,000 to $120,000; bonus/equity: exclusiv...
On-site
5+ years commercial insurance experience
Client and carrier-facing experience
Knowledge of all lines of coverage
The role supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department by managing day-to-day needs and coordinating renewals

Job Summary

  • The role supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department by managing day-to-day needs and coordinating renewals.
  • Candidates must have at least 5+ years of commercial insurance marketing, placement, or brokering experience with both client and carrier-facing responsibilities.
  • This position requires a hybrid work schedule with three days per week in the Rancho Cordova, CA office.

Matching Summary

The role supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department by managing day-to-day needs and coordinating renewals.

Salary

Base: $110,000 to $120,000; Bonus/Equity: Exclusive of bonuses; Benefits: Not specified

Skills & Requirements

Must-have

  • 5+ years commercial insurance experience
  • Client and carrier-facing experience
  • Knowledge of all lines of coverage
  • Sagitta Agency Management System proficiency
  • ImageRight workflow management

Nice-to-have

  • Strong problem-solving skills
  • Collaborative team mindset
  • PowerBroker AI usage
  • Fast-paced environment adaptability
  • Positive and outgoing disposition

Key Requirements

  • Minimum 5 years commercial insurance experience
  • Proficiency in Sagitta and ImageRight systems
  • Experience with Microsoft Office products

Work Rights

Not specified

Tailored Resume

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