Client Executive, P&C Programs

EPIC Brokers•Birmingham, AL

15h•Hybrid

About The Position

Overview: The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available. As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment. A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile. Location: This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office. Position Summary 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.

Requirements

Proven experience in client management and insurance program leadership.
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.
Demonstrated ability to lead, train, and mentor team members effectively.

Responsibilities

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.
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.
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.
Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
Submit to early-accepting carriers; review loss summaries with Producer.
Submit to all identified markets and begin follow-up.
Continue follow-up and provide additional information as needed.
Finalize quotes and prepare proposals for delivery.

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
Quarterly employee recognition program 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, Cancer 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