Experienced P&C Client Executive

EPIC Brokers • San Francisco, CA

103d • $175,000 - $190,000

About The Position

We are looking for a seasoned insurance professional who wants to be part of an EPIC Team. We want a leader who is versed in the property markets, has the ability to analyze clients’ risks and exposures with the skillset of tailoring and negotiating an insurance program for our clients. We are looking for a driven individual who works well with minimal supervision with a strong sense of responsibility and accountability. It is preferred that you have experience in the real estate/property and development arena but more importantly, we are looking for a professional with at least 10 years experience in a Client Executive role or similar. Be part of an experienced and collaborative team that supports marquee property owners and developers in the San Francisco Bay Area. Join the team that will be part of the continuous growth of the Bay Area!

Requirements

• College degree
• 10+ years as a Client Executive or similar
• Proficiency in Microsoft Office and key applications (e.g. Outlook, Word, Excel)
• Experience with structuring/negotiating shared and layered insurance programs.
• Experience with OCIP/CCIP wrap-up programs and builders’ risk placements is a plus.

Responsibilities

• Primary expert resource and first point of contact for clients.
• Analyze relevant client data (e.g. exposures, risk tolerance, loss experience data, contractual obligations) to conduct a successful marketing endeavor for new and renewal business.
• Provide market comparisons detailing the coverage and rate information and outline the benefits or faults of each.
• Make recommendations on proposed policy terms; review and negotiate endorsement language.
• Develop and continue strong relationships with a wide range of 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 proactively recommend program enhancements.
• Collaborate internally across EPIC’s team resources to ensure seamless service delivery and client satisfaction.

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
• 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.
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees