JOB OVERVIEW:The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to
large, complex accounts and mostly consists of clients who are in the auto dealership or golf course industries.The
Client Executive serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance.
LOCATION: This role requires a hybrid work schedule (3 days a week in office) out of one of the following offices:
- CA - Rancho Cordova or Newport Beach
- IL - Chicago
- NV - Reno
WHAT WE'RE LOOKING FOR:- REQUIRED: Candidates with at least 7+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.
- Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
- Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
- Positive and outgoing disposition, eager to work as a team but also functions well working independently.
WHAT YOU'LL DO: Responsibilities include but are not limited to:
Client Relationship Management
• Act as the primary expert resource and first point of contact for assigned clients.
• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.
• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.
Marketing & New Business Development
• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
• Negotiate coverage terms, premiums, and commissions with carriers.
• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.
• Present or coordinate the delivery of proposals to clients and prospects.
Policy Management & Compliance
• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.
• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.
• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.
• Prepare Broker of Record letters in accordance with established procedures.
Renewal Process Management
• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.
• 90 Days Out: Submit to all identified markets and begin follow-up.
• 60 Days Out: Continue follow-up and provide additional information as needed.
• 30 Days Out: Finalize quotes and prepare proposals for delivery.
WHAT YOU'LL BRING: • Proven experience in client management.
• Strong knowledge of insurance coverages, underwriting, and carrier relationships.
• Excellent communication, negotiation, and organizational skills.
• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
COMPENSATION: Exempt: The base salary range for this position is $110,000 - $125,000. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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