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Sr. Client Manager

Company: Edgewood Partners Insurance Center
Location: Ontario
Posted on: May 3, 2021

Job Description:


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
  • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; works with Producer to negotiate premium and commission rates on behalf of clients for best alternatives;
  • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team;
  • Conducts marketing and new business development for employee's book of business;
  • Delegates office administrative work to appropriate staff and oversees tasks


  • Assist Marketing with input and maintenance of Agency Management System and/or PS4
  • Collect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate parties)
  • Advanced knowledge of carrier web-sites for application detail input
  • Analyze policies, coverages and clients' operations to market data to prepare insurance renewal options, advise on best alternatives;
  • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage;
  • Prepares presentations for clients
  • Interact with other teams and assist when needed
  • Work independently and effectively to resolve problems or enhance service in a timely manner
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Ensure expert knowledge is maintained


  • Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
  • Negotiate with carriers for best available premiums, commissions and coverage;
  • Conduct sales presentations as needed;

Personal and Organizational Development

  • Set priorities and manage workflow for self to ensure all goals are met;
  • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
  • Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records;
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
  • Enjoy active participation in community organizations;
  • Project a professional image in action and appearance.


  • May supervise Assistant Account Manager and/or Administrative Assistant position(s)


  • Full knowledge of Property Casualty lines of coverage and services;
  • Recognize problems and respond appropriately;
  • Able to analyze situations logically in order to draw solid conclusions;
  • Advanced experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
  • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;
  • Strong attention to detail and time management abilities;
  • Strong ability to multi-task and assign priority;
  • Ability to work effectively and efficiently both with and without direct supervision;
  • Ability to work effectively and efficiently in a team environment as well as independently;
  • Strong interpersonal communication skills, both written and oral
  • Ability to manage Account Management staff and workflow


  • High school diploma or G.E.D. equivalent required. College degree or equivalent experience preferred.
  • Two or more years experience in mid-size brokerage or carrier.
  • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
  • 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.


  • California Property and Casualty License required;
  • Valid Driver License required.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable

individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.


  • 15th Largest Broker in US
  • Voted " Best Place to Work" in the Insurance Industry
  • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all of its various forms. We welcome diversity of background, race, skills, experience and thought. We are committed to fostering a work community where every colleague feels welcomed, valued, respected, empowered and heard.

Keywords: Edgewood Partners Insurance Center, Ontario , Sr. Client Manager, Other , Ontario, California

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