Commercial Insurance - Client Executive

Epic Insurance Brokers and Consultants; Birmingham (AL); Hybrid; USD 90,000 - 150,000; Full time

Job summary

EPIC Insurance Brokers & Consultants seeks a seasoned professional to lead client relationships and strategic submissions. The role blends collaboration with producers, carrier negotiations, and data-driven marketing to win complex middle-market accounts.

Based in a hybrid office setup, you will manage renewal processes, leverage Sagitta and PowerBroker AI, and mentor junior staff while delivering exceptional client service across our national book.

Qualifications

• Minimum 7+ years in commercial insurance marketing/placement/brokering.
• Experience with client-facing and carrier-facing roles.
• Strong communication, problem-solving and relationship-building skills.
• Ability to work in a fast-paced, collaborative environment.
• Proficiency with Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.

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.
• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.
• Collect and analyze client data to prepare comprehensive submissions and negotiate terms with carriers.
• Maintain accurate client data in agency systems and coordinate renewal activities.
• Oversee renewal solicitation and finalization of quotes and proposals for delivery.

Skills

Client management

Communication

Negotiation

Relationship building

Problem solving

Tools

Sagitta

ImageRight

Broker Buddha

PowerBroker AI

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 OVERVIEW:

The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise. The book is middle market to large, complex accounts and mostly consists of clients who are in the auto dealership or golf course industries.

LOCATION:

This role requires a hybrid work schedule (3 days a week in office) out of one of the following offices:

• CA - Rancho Cordova or Newport Beach
• IL - Chicago
• NV - Reno

WHAT WE'RE LOOKING FOR:

REQUIRED: Candidates with at least 7+ years of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.

Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.

Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.

Positive and outgoing disposition, eager to work as a team but also functions well working independently.

WHAT YOU'LL DO:

Responsibilities include but are not limited to:

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.

WHAT YOU'LL BRING:

• 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.