Client Executive- Commercial Construction and Manufacturing

EPIC Brokers; San Ramon (CA); Hybrid; USD 160,000 - 185,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

EPIC Insurance Brokers & Consultants in California seeks a senior Client Executive for Construction and Manufacturing Commercial lines. You will manage a complex portfolio, lead service delivery, and coordinate with cross-functional teams to deliver tailored risk solutions.

The role requires 8–10 years in P&C insurance, with 5+ years in Account Executive capacity, and licensing. Hybrid work with in-office 2x weekly in San Ramon/CA. Build client relationships and drive growth.

Qualifications

• 8–10 years of commercial Property & Casualty insurance experience in a client-facing role
• 5+ years in an Account Executive role
• Designations such as CIC, CPCU, CRM or ARM preferred
• Active Property & Casualty Broker License; valid driver’s license

Responsibilities

• Partner with Producers on all aspects of client service, including new business, renewals, and expansions
• Lead delivery of client service; ensure strategies are implemented
• Lead marketing and placement process; develop submission strategies and negotiate terms
• Coordinate internal resources; execute renewal strategies and risk management
• Collaborate with teams to develop risk analyses and client-facing deliverables
• Mentor client service team members and support development
• Manage endorsements, certificates, audits, and invoicing
• Evaluate exposures and advise on coverage structure and risk financing
• Travel as needed to support relationships and business development

Skills

Negotiation

MS Office

Sagitta

ImageRight

AI-enabled workflows

Communication

Analytical skills

Time management

Client service

Tools

Sagitta

ImageRight

Job description

Client Executive- Commercial Construction and Manufacturing

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 professionalism with a strong client service orientation

SUPERVISORY RESPONSIBILITIES:

N/A

KEY COMPETENCIES:

• 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 solutionsAnalytical 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

EDUCATION and/or EXPERIENCE:

• 8–10 years of commercial Property & Casualty insurance experience in a client-facing role
• 5 plus years in an Account Executive role
• Demonstrated experience in project management and client program leadership
• Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)

PREFERRED ADDITIONAL QUALIFICATIONS:

• Technical expertise to handle mid-sized to large construction and manufacturing risks
• Comfortable with complex contract reviews, Builders Risk Placement, working with Captives

CERTIFICATES, LICENSES, REGISTRATIONS:

• Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
• Valid driver’s license

PHYSICAL DEMANDS:

The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

The noise level in the work environment is typically moderate, with minimal exposure to physical risk.

OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.

The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices