Global Client Executive, Healthcare Practice- Risk Management

EPIC Brokers • San Francisco, CA

16d • $250,000 - $350,000 • Hybrid

About The Position

The Global Client Executive (GCE) is the senior client relationship owner for large, complex, and strategic EPIC clients. The role is responsible for all phases of client relationship management, retention, and expansion, ensuring delivery of the full EPIC platform in alignment with each client’s business objectives. Healthcare experience a plus. 5-7 years brokerage experience required. A GCE is an experienced insurance professional who provides consultative advice, orchestrates multidisciplinary service teams, and is fully accountable for client satisfaction, retention, and revenue growth.

Requirements

• 5-7 years brokerage experience required
• 8–10 years of risk management insurance experience in a client-facing role
• Significant healthcare client experience
• Demonstrated experience in project management and client program leadership
• Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
• Valid driver’s license

Nice To Haves

• Healthcare experience a plus
• Bachelor’s degree preferred
• Relevant industry designations preferred (e.g., CIC, CPCU, CRM)

Responsibilities

• Serve as the primary senior point of contact and relationship owner for large and complex clients
• Develop deep understanding of each client’s business, strategy, goals, and risk profile
• Maintain high client satisfaction, loyalty, and long-term retention
• Lead client stewardship strategy and oversee delivery of stewardship reports
• Identify, analyze, and quantify client exposures
• Design comprehensive risk management strategies aligned to client objectives
• Review client loss experience and exposures relative to coverage structure
• Collaborate with product line specialists to determine optimal program design
• Develop broking strategies responsive to client needs and market conditions
• Communicate placement strategies to clients and obtain approval
• Oversee execution of broking plans across all applicable lines of coverage
• Orchestrate internal service teams across EPIC practices to ensure consistent, high quality delivery
• Promote effective collaboration, performance, and accountability within the client team
• Ensure service standards and timelines are consistently met
• Meet or exceed revenue retention and expansion targets
• Lead cross selling and integrated platform delivery across all EPIC capabilities
• Manage fee strategies and oversee expansion of client relationships
• Participate in Broker Business Planning and Client Management processes
• Track and manage opportunities through Salesforce in line with growth objectives
• Leverage EPIC’s full platform, including (but not limited to): Property & Casualty, (including Professional Liability, Medical Malpractice, Captive Reinsurance), Executive Risk & Cyber, Aviation & Marine, Surety, Environmental, Benefits, Risk Consulting Services (Claims, Loss Control, Analytics)
• Deploy specialty and consulting resources to address complex client needs
• Maintain accurate client records and reporting through Salesforce and internal systems
• Oversee contract administration, invoicing coordination, and proposal development
• Ensure proper documentation, renewal tracking, and stewardship reporting

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