Commercial Insurance Client Executive
About The Position
The ESPI 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 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
- At least 7+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing.
- Well-versed in all lines of coverage.
- Thrive on collaboration, valuing accountability, and being committed to excellence.
- Strong, professional communication, problem-solving and relationship-building skills.
- 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.
- 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.
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
- Paid parental leave
- Pregnancy disability and bonding leave
- 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
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
