Client Executive- P&C Accounts
EPIC Brokers, San Ramon, CA, United States
Job Overview
We are looking for a seasoned insurance professional who wants to be part of an EPIC Team. We want a leader who is versed in the property markets, has the ability to analyze clients’ risks and exposures with the skillset of tailoring and negotiating an insurance program for our clients. We are looking for a driven individual who works well with minimal supervision with a strong sense of responsibility and accountability. It is preferred that you have experience in the real estate/property and development arena but more importantly, we are looking for a professional with at least 10 years of experience in a Client Executive role or similar. Be part of an experienced and collaborative team that supports marquee property owners and developers in the San Francisco Bay Area. Join the team that will be part of the continuous growth of the Bay Area!
Location This role can be located out of any of our Northern, CA offices with a hybrid work schedule; 1 day in-office. Please refer to our EPIC office locations: https://www.epicbrokers.com/about/locations/
Essential Duties and Responsibilities
Primary expert resource and first point of contact for clients.
For new and renewal business, candidate should be able to analyze relevant client data (e.g. exposures, risk tolerance, loss experience data, contractual obligations) to conduct a successful marketing endeavor.
Provides market comparisons detailing the coverage and rate information and outlines the benefits or faults of each.
Makes recommendations on proposed policy terms; reviews and negotiates endorsement language.
Develop and continue strong relationships with a wide range of business partners, including underwriters, London brokers, wholesale brokers, and other professional service providers.
Coordinate with clients, contractors and vendors to satisfy insurance obligations.
Lead strategic discussions with clients to identify evolving risk profiles and proactively recommend program enhancements.
Collaborate internally across EPIC’s team resources to ensure seamless service delivery and client satisfaction.
Education and/or Experience
10+ years as a Client Executive or similar
Microsoft Office and key applications (e.g. Outlook, Word, Excel)
Experience with structuring
egotiating shared and layered insurance programs.
Experience with OCIP/CCIP wrap-up programs and builders’ risk placements is a plus.
Compensation The national average salary for this role is $175,000.00 - $190,000.00 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.
Why EPIC
Generous Paid Time Off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
Equal Employment Opportunity EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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Location This role can be located out of any of our Northern, CA offices with a hybrid work schedule; 1 day in-office. Please refer to our EPIC office locations: https://www.epicbrokers.com/about/locations/
Essential Duties and Responsibilities
Primary expert resource and first point of contact for clients.
For new and renewal business, candidate should be able to analyze relevant client data (e.g. exposures, risk tolerance, loss experience data, contractual obligations) to conduct a successful marketing endeavor.
Provides market comparisons detailing the coverage and rate information and outlines the benefits or faults of each.
Makes recommendations on proposed policy terms; reviews and negotiates endorsement language.
Develop and continue strong relationships with a wide range of business partners, including underwriters, London brokers, wholesale brokers, and other professional service providers.
Coordinate with clients, contractors and vendors to satisfy insurance obligations.
Lead strategic discussions with clients to identify evolving risk profiles and proactively recommend program enhancements.
Collaborate internally across EPIC’s team resources to ensure seamless service delivery and client satisfaction.
Education and/or Experience
10+ years as a Client Executive or similar
Microsoft Office and key applications (e.g. Outlook, Word, Excel)
Experience with structuring
egotiating shared and layered insurance programs.
Experience with OCIP/CCIP wrap-up programs and builders’ risk placements is a plus.
Compensation The national average salary for this role is $175,000.00 - $190,000.00 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.
Why EPIC
Generous Paid Time Off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
Equal Employment Opportunity EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr