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About the Role

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.

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, Executive Risk & Cyber, Aviation & Marine, Surety, Environmental, Benefits, and Risk Consulting Services
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

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

Skills

Client relationship management
Risk management
Consultative advice
Team orchestration
Salesforce
Project management
Client program leadership

Location

San Francisco

Work Type

Hybrid

Experience Level

8-10 years

Education Level

Bachelor’s degree preferred
Relevant industry designations preferred (e.g., CIC, CPCU, CRM)

Salary/Compensations

$250,000 to $350,000

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs
Employee Resource Groups
Professional growth & development opportunities
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

About the Company

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide.
With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs.
We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing!
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience.
We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

Equal Opportunity

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience.
We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.