Client Executive- Commercial Insurance Real Estate

EPIC Brokers • Los Angeles, CA

22h • $130,000 - $140,000 • Hybrid

About The Position

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.

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

Nice To Haves

• Sagitta and ImageRight experience preferred
• Relevant industry designations preferred (e.g., CIC, CPCU, CRM)

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

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-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
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior