Global Client Executive, Healthcare Practice- Risk Management

EPIC Brokers•San Francisco, CA

15d•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. 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
Bachelor’s degree preferred
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
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 Property & Casualty (including Professional Liability, Medical Malpractice, Captive Reinsurance), Executive Risk & Cyber, Aviation & Marine, Surety, Environmental, Benefits, and 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
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
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