Commercial Insurance Client Executive - Construction

EPIC Brokers • Chicago, AL

22h • Hybrid

About The Position

EPIC Insurance Brokers & Consultants is hiring a Commercial Insurance Client Executive to support specialty construction contractor clients, including clients in commercial construction, infrastructure, and oil and gas. The role uses insurance expertise to provide a holistic approach to risk management, including escalated service support, claims administration, coverage advocacy, and property and casualty insurance program design and stewardship. It is intended to free producers and Marketing Account Executives to focus on higher-value work, including new business, program design, and placement.

The team is based in-office in Birmingham, Alabama. The role may be based in the EPIC offices in Atlanta (Sandy Springs), Birmingham, Dallas, or Nashville. During training and onboarding, the position is fully in-office; afterward, it may be worked two days per week from home and three days in-office. Employees based outside Birmingham may need to travel occasionally to the Birmingham office.

The successful candidate will be a client-facing insurance professional who can manage renewals and program updates for large, complex clients with limited oversight, resolve customer concerns, and serve as a resource to colleagues. The position calls for extensive commercial insurance experience, particularly in construction and/or oil and gas, strong service and communication skills, and the ability to work independently and collaboratively.

Requirements

• At least 10 years of insurance marketing, placement, or brokering experience, with expertise in construction and/or oil and gas specialties.
• At least 10 years of experience in a commercial agency in client service and/or marketing.
• Bachelor’s degree.
• Valid Property & Casualty license.
• Maintain required licensing continuing education.
• Proficiency with Microsoft products and ability to use account management tools, including Sagitta and ImageRight.
• Strong customer service skills and ability to assess insurance coverage needs and make recommendations.
• Thorough understanding of Commercial Lines underwriting, coverages, and risk analysis.
• Strong professional written and verbal communication, problem-solving, and relationship-building skills.
• Detail-oriented, able to work in a fast-paced environment, meet deadlines, and work with a sense of urgency.
• Goal-oriented, highly self-motivated, and resourceful.
• Able to work independently and collaboratively in a team environment.
• Collaborative, accountable, and committed to excellence; positive and outgoing, with the ability to provide high-quality service to internal and external customers.

Nice To Haves

• Advanced insurance designation, such as AAI or CIC.

Responsibilities

• Act as the first point of contact before escalation to a producer for service issues or complex problems.
• Coordinate team resources and identify additional resources for the team or client, both within and outside EPIC.
• Review proposals and provide timely feedback to Marketing Account Executives, especially during the busy season.
• Work on coverage disputes and assist with complex claims.
• Run an ERMR when a producer has a conflict.
• Fill service-team gaps based on expertise or capacity needs.
• Take ownership of customer concerns and feedback through successful resolution.
• Manage renewal and program updates throughout the year for large, complex clients with limited oversight.
• Train, develop, and delegate work to other team members to support efficient ongoing program management.
• Attend pre-renewal meetings and discuss renewal exposures and strategy with the service team.
• Respond promptly to inquiries from clients, carriers, and producers.
• Assist with retention of renewing accounts and identify new sales opportunities through cross-selling and rounding out accounts.
• Follow internal procedures and practices and meet service performance and quality standards.
• Serve as a departmental or organizational resource on processes, procedures, and insurance knowledge.
• Assist with training other service staff as needed.
• Participate in acquiring new business as needed, which may include travel to prospective client offices.
• Perform other duties as assigned.

Benefits

• Generous paid time off, including managed PTO without accruals or caps for salaried/exempt employees and 22 starting PTO days for hourly/non-exempt employees.
• 12 company-observed paid holidays and four early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus of $1,500 per hired referral.
• Employee recognition programs and awards, including trips.
• Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Pet insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
• 401(k) matching.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Wellness and employee assistance programs.
• Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.

What This Job Offers

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