CLIENT EXECUTIVE- REAL ESTATE COMMERCIAL LINES OF INSURANCE

LOCATION:

The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.

SUMMARY:

The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of real estate and construction clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies.This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.

The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.

QUALIFICATIONS:

To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
• Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
• Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
• Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
• Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
• Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
• Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
• Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
• Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
• Travel as needed to support client relationships and business development efforts

REQUIREMENTS:

• Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (real estate and construction preferred)
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
• Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
• Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
• Excellent written and verbal communication skills
• Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
• Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
• Self-motivated, detail-oriented, and able to manage multiple priorities independently
• High level of professionalism with a strong client service orientation

SUPERVISORY RESPONSIBILITIES:

N/A

KEY COMPETENCIES:

• Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
• Strong ability to interpret coverage questions and apply technical expertise to client situations
• Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
• Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
• Strong attention to detail, organization, and time management
• Ability to handle sensitive and confidential information with professionalism and discretion
• Client service-oriented mindset with a focus on delivering high-quality outcomes
• Demonstrated initiative and commitment to continuous learning and development
• Ability to manage multiple priorities and adapt in a fast-paced environment
• Proven ability to work both independently and collaboratively within a team setting
• Excellent interpersonal, written, and verbal communication skills
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook

EDUCATION and/or EXPERIENCE:

• Bachelor's degree preferred
• 8-10 years of commercial Property & Casualty insurance experience in a client-facing role
• Demonstrated experience in project management and client program leadership
• Relevant industry designations preferred (e.g., CIC, CPCU, CRM)

CERTIFICATES, LICENSES, REGISTRATIONS:

• Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
• Valid driver's license

PHYSICAL DEMANDS:

The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

The noise level in the work environment is typically moderate, with minimal exposure to physical risk.

OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.

The national average salary for this role is $130,000 to $140,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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