Client Executive- Commercial Construction and Manufacturing

edgewoodpartnersinsurancecenter; San Francisco (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in California is seeking a Client Executive to manage a complex Property & Casualty portfolio for construction and manufacturing clients. As a senior, client-facing contributor, you will oversee service delivery, coordinate program activities, and advise clients on risk management and coverage strategy.

You will mentor the client service team, partner with Producers, and lead submissions to carriers while negotiating terms.

Qualifications

• Experience in Property & Casualty insurance, construction/manufacturing exposure preferred.
• Strong negotiation and client-facing skills.
• Proficiency in carrier marketing and submission processes.
• Ability to mentor team members and collaborate across functions.
• Excellent written and verbal communication.

Responsibilities

• Partner with Producers on new business, renewals, and expansions.
• Lead delivery of client service and ensure strategy execution.
• Drive marketing and placement with high-quality submissions.
• Coordinate internal resources for renewals and risk management.
• Develop risk analyses and client-facing deliverables with the team.
• Manage select client relationships and oversee service deliverables.
• Travel as needed to support relationships and business development.

Skills

Negotiation

Client service

Analytical skills

Written & verbal communication

Mentoring/knowledge sharing

Cross-team collaboration

Tools

Sagitta

ImageRight

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!

CLIENT EXECUTIVE - CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE

LOCATION:

The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.

SUMMARY:

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. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands‑on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.

The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.

QUALIFICATIONS:

To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

ESSENTIAL DUTIES & 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 profession