Client Executive- P&C Accounts
EPIC Brokers, Rancho Cordova, CA, United States
10877 White Rock Road Suite 300, Rancho Cordova, CA 95670
JOB OVERVIEW We are looking for a seasoned insurance professional to join our EPIC team.
The ideal candidate is a leader who is versed in the property markets, capable of analyzing clients’ risks and exposures, and skilled at tailoring and negotiating insurance programs.
With a minimum of 10 years in a Client Executive or similar role, you will work independently, support marquee property owners and developers in the San Francisco Bay Area, and contribute to the firm’s continued growth.
LOCATION This role can be located in any of our Northern, CA offices with a hybrid work schedule (1 day in‑office).
Please refer to our
office locations .
ESSENTIAL DUTIES AND RESPONSIBILITIES
Primary expert resource and first point of contact for clients.
Analyze relevant client data for new and renewal business to conduct successful marketing.
Provide market comparisons detailing coverage, rate information, and outline benefits or faults.
Make recommendations on proposed policy terms and negotiate endorsement language.
Develop and maintain strong relationships with 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 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 role.
Proficiency with Microsoft Office applications (Outlook, Word, Excel).
Experience structuring and negotiating 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, exclusive of bonuses or benefits.
Salary will be based on experience, skills, certifications, education, and internal equity.
WHY EPIC EPIC has over 60 offices and 3,000 employees nationwide.
We offer:
Generous Paid Time Off
Managed PTO for salaried/exempt employees (no accruals or caps).
22 PTO days 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.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs for demonstrating EPIC’s values, plus additional awards and trips.
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
Unique benefits such as pet insurance, identity theft & fraud protection, legal and family planning support, and menopause & mid‑life support.
Additional benefits: 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs.
50/50 work culture fostering collaboration, teamwork, and an inclusive environment.
Community giving initiatives: Donation Connection, Employee Assistance Fund, People First Foundation.
Top‑10 ranking in property/casualty agencies per Insurance Journal.
EEO AND NON-DISCRIMINATION COMPLIANCE As set forth in EPIC Brokers’ Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
As a federal contractor, we are required to provide equal employment opportunity to qualified people with disabilities; all hiring decisions are made without regard to disability or other protected categories.
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JOB OVERVIEW We are looking for a seasoned insurance professional to join our EPIC team.
The ideal candidate is a leader who is versed in the property markets, capable of analyzing clients’ risks and exposures, and skilled at tailoring and negotiating insurance programs.
With a minimum of 10 years in a Client Executive or similar role, you will work independently, support marquee property owners and developers in the San Francisco Bay Area, and contribute to the firm’s continued growth.
LOCATION This role can be located in any of our Northern, CA offices with a hybrid work schedule (1 day in‑office).
Please refer to our
office locations .
ESSENTIAL DUTIES AND RESPONSIBILITIES
Primary expert resource and first point of contact for clients.
Analyze relevant client data for new and renewal business to conduct successful marketing.
Provide market comparisons detailing coverage, rate information, and outline benefits or faults.
Make recommendations on proposed policy terms and negotiate endorsement language.
Develop and maintain strong relationships with 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 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 role.
Proficiency with Microsoft Office applications (Outlook, Word, Excel).
Experience structuring and negotiating 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, exclusive of bonuses or benefits.
Salary will be based on experience, skills, certifications, education, and internal equity.
WHY EPIC EPIC has over 60 offices and 3,000 employees nationwide.
We offer:
Generous Paid Time Off
Managed PTO for salaried/exempt employees (no accruals or caps).
22 PTO days 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.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs for demonstrating EPIC’s values, plus additional awards and trips.
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
Unique benefits such as pet insurance, identity theft & fraud protection, legal and family planning support, and menopause & mid‑life support.
Additional benefits: 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs.
50/50 work culture fostering collaboration, teamwork, and an inclusive environment.
Community giving initiatives: Donation Connection, Employee Assistance Fund, People First Foundation.
Top‑10 ranking in property/casualty agencies per Insurance Journal.
EEO AND NON-DISCRIMINATION COMPLIANCE As set forth in EPIC Brokers’ Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
As a federal contractor, we are required to provide equal employment opportunity to qualified people with disabilities; all hiring decisions are made without regard to disability or other protected categories.
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