Assistant Client Manager- Commercial P&C Accounts

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! SUMMARY: The Assistant Client Manager works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers, Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools Location: This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office ESSENTIAL DUTIES AND RESPONSIBILITIES: Overall Ongoing Service Duties Include: Ensure timely and consistent review of expiration list. Processes (during non-renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients. Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Assists broader service team and broking team in servicing clients. Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate. Provides standard office/administrative support as needed. Maintains Agency Management Systems and Share Drive files in real time. Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed. Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations. Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity. Oversee AR report for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed. Access/manage third party certificate sites and carrier websites. Other duties may be assigned. Renewal Process Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team. Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials. Prepare and review current program and expiring exposures for information gathering process with client. Request updated exposures from client and coordinate client responses with multiple client contacts as required. Request loss runs and compile loss summaries for renewals and on ad-hoc basis as required. Support submission process as required by assigned accounts. Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts. Manage polic…