Commercial Insurance Client Manager

EPIC Insurance Brokers & Consultants

Rancho Cordova, CA, United States
On-site
5+ years commercial insurance experience
Client and carrier-facing expertise
Microsoft office proficiency
The role supports the ESPI Programs Division by delivering specialized insurance solutions through program management and risk assessment

Job Summary

  • The role supports the ESPI Programs Division by delivering specialized insurance solutions through program management and risk assessment.
  • Candidates must have at least 5+ years of commercial insurance marketing, placement, or brokering experience with both client and carrier exposure.
  • This position requires a hybrid work schedule with three days per week in the Rancho Cordova office.

Matching Summary

The role supports the ESPI Programs Division by delivering specialized insurance solutions through program management and risk assessment.

Skills & Requirements

Must-have

  • 5+ years commercial insurance experience
  • Client and carrier-facing expertise
  • Microsoft Office proficiency
  • Sagitta Agency Management System knowledge
  • PowerBroker AI usage

Nice-to-have

  • Strong communication and problem-solving skills
  • Proactive approach to service delivery
  • Ability to work independently and in teams
  • Experience with complex account management

Key Requirements

  • 5+ years commercial insurance marketing/placement/brokering experience
  • Well-versed in all lines of coverage
  • Proficiency with Microsoft Office suite

Work Rights

Not specified

Tailored Resume

Cover Letter