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About the Role

The Client Executive is a senior, client-facing individual contributor role responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. This position leads service delivery, coordinates program activities, and ensures effective execution of client strategies, serving as both a strategic advisor and hands-on resource. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions to support retention and drive growth. This role also involves mentoring and supporting client service team members.

Responsibilities

Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts.
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed.
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes.
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives.
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables.
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate.
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing.
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches.
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility.
Travel as needed to support client relationships and business development efforts.

Requirements

Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred).
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook).
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred).
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes.
Excellent written and verbal communication skills.
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority.
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data.
Self-motivated, detail-oriented, and able to manage multiple priorities independently.
High level of professionalism with a strong client service orientation.
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process.
Strong ability to interpret coverage questions and apply technical expertise to client situations.
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions.
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions.
Strong attention to detail, organization, and time management.
Ability to handle sensitive and confidential information with professionalism and discretion.
Client service–oriented mindset with a focus on delivering high-quality outcomes.
Demonstrated initiative and commitment to continuous learning and development.
Ability to manage multiple priorities and adapt in a fast-paced environment.
Proven ability to work both independently and collaboratively within a team setting.
Excellent interpersonal, written, and verbal communication skills.
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
Technical expertise to handle mid-sized to large construction and manufacturing risks.
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives.
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education.
Valid driver’s license.

Skills

Property & Casualty insurance
Microsoft Office (Excel, PowerPoint, Outlook)
Sagitta
ImageRight
Technology leverage
Data analysis
AI solutions
Client service
Communication (written and verbal)
Influence
Mentorship
Collaboration
Analytical skills
Coverage forms interpretation
Contract interpretation
Financial data interpretation
Problem-solving
Attention to detail
Organization
Time management
Interpersonal skills
Project management
Client program leadership
Contract reviews
Builders Risk Placement
Captives

Location

San Ramon, CA
San Francisco, CA
Concord, CA

Work Type

Hybrid

Experience Level

8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role

Education Level

Bachelor’s degree preferred
CIC
CPCU
CRM
ARM

Salary/Compensations

$160,000 to $185,000

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
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
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs
Employee Resource Groups
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 4,000 employees nationwide – and we’re growing!
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.
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.