Client Executive

Edgewoodpartnersinsurancecenter; Newport Beach (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous Paid Time off

PTO 22 days

Holidays and early close days

Parental and other leave options

Employee referral bonus program

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Executive to serve as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. The role focuses on managing client relationships, service delivery, and collaboration with producers, staff, and carriers to drive new business and renewals.

The incumbent will maintain compliance, coordinate with teams, and ensure accurate client data in Sagitta, while negotiating coverage terms and

Qualifications

• Proven experience in client management.
• Strong knowledge of insurance coverages, underwriting, and carrier relationships.
• Excellent communication, negotiation, and organizational skills.
• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.

Responsibilities

• Act as the primary expert resource and first point of contact for assigned clients.
• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.
• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.

Skills

Client management

Insurance knowledge

Communication skills

Negotiation

Organizational skills

Tools

Sagitta

ImageRight

Broker Buddha

PowerBroker AI

Microsoft Office

Job description

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

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. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Job Title: Client Executive

Position Summary
The Client Executive serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance.

Essential duties and responsibilities include, but are not limited to, the following

Client Relationship Management

• Act as the primary expert resource and first point of contact for assigned clients.
• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.
• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.

Marketing & New Business Development

• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
• Negotiate coverage terms, premiums, and commissions with carriers.
• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.
• Present or coordinate the delivery of proposals to clients and prospects.

Policy Management & Compliance

• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.
• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.
• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.
• Prepare Broker of Record letters in accordance with established procedures.

Renewal Process Management

• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.
• 90 Days Out: Submit to all identified markets and begin follow-up.
• 60 Days Out: Continue follow-up and provide additional information as needed.
• 30 Days Out: Finalize quotes and prepare proposals for delivery.

Qualifications

• Proven experience in client management.
• Strong knowledge of insurance coverages, underwriting, and carrier relationships.
• Excellent communication, negotiation, and organizational skills.
• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.

COMPENSATION:

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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. It takes both production and service to be EPIC!
• 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/

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

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: 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.

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