02/18/2026
SUMMARY: 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.
Location: This role requires a hybrid work schedule out of our San Ramon, CA or Concord, CA office, 3 days a week in office.
CLIENT MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES: · Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. · Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. · Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual...
EPIC Insurance Brokers & Consultants
San Ramon, CA, USA
