Commercial Insurance Client Executive - Construction

EPIC Insurance Brokers & Consultants; Dallas (TX); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Generous PTO

Bonuses

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants in Dallas seeks a seasoned Client Executive to support construction and energy clients with risk management, claims administration, and program design. Responsible for escalated service issues and renewal strategy to free up producers for high-value work.

The role blends in-office training with a hybrid schedule, requiring deep industry experience, a P&C license, and strong communication and relationship-building skills to deliver superior service.

Qualifications

• Bachelor’s degree required in a related field.
• Minimum ten years in a commercial agency in client service or marketing.
• Valid Property & Casualty License is required.
• Advanced insurance designation such as AAI or CIC preferred.
• Proficiency with Microsoft products and insurance tools including Sagitta and ImageRight.

Responsibilities

• Serve as first escalation point for service issues or complex problems.
• Coordinate resources inside and outside EPIC to support clients.
• Review proposals and provide feedback to MAE during busy seasons.
• Handle coverage disputes and assist with complex claims.
• Manage renewal program updates for large clients with limited oversight.
• Train and mentor other team members in program management.

Skills

Communication

Problem-solving

Relationship-building

Teamwork

Customer service

Education

Bachelor’s degree

Property & Casualty License

Tools

Sagitta

ImageRight

Microsoft Office

Job description

JOB O VERVIEW:

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

In your role as Client Executive, you will use your insurance background to assist our specialty construction contractor clients with a wholistic approach to risk management including assisting with escalated service issues, claims administration, coverage advocacy, and P&C insurance program design and stewardship. The goal of this role is it free up time for producers and Marketing Account Executives to spend more time on their highest value tasks and opportunities. This will allow additional capacity for Marketing Account Executives to work on program design and placement without leading the team on service issues. It will also allow the production team to spend more time on new business.

LOCATION:

HYBRID - Role will be fully in-office during training & onboarding, then can work 2 days per week from home / 3 days in-office.

Role can work out of any of the following EPIC offices: Atlanta (Sandy Springs) GA, Birmingham AL, Dallas TX, or Nashville TN. For those not working in Birmingham, occasional travel to the Birmingham office would be required.

WHAT WE’RE LOOKING FOR:

• REQUIRED: Candidates with at least 10+ yearsof insurance marketing / placement / brokering experience, with expertise in construction and/or oil & gas specialties.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professionalcommunication, 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:

• Acting as the first stop before going to the producer on an escalated service issue or complex problem.
• Coordinating resources within the team and finding additional resources for the team or client both inside and outside of EPIC.
• Assisting with reviewing proposals and providing quick feedback to MAE, especially in the busy season.
• Working on coverage disputes and assisting with complex claims.
• Running an ERMR if a producer has a conflict.
• Filling the gaps in any part of the service team due to expertise or capacity needs.
• Assumes ownership of customer concerns and feedback through successful resolution.
• Client facing Insurance Professional.
• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight.
• Train, develop, and delegate to other team members for assistance in efficient ongoing program management.
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.
• Fields and responds promptly to inquiries from client, carriers, and Producers.
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross‑selling and rounding out accounts.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
• May assist with training of other service staff.
• Participate in the process of acquiring new business as needed which may include travel to prospective client offices.
• Other duties as assigned.

WHAT YOU’LL BRING:

• Bachelor’s degree required
• Minimum ten (10) years’ experience in a commercial agency in client service and/or marketing
• Valid Property & Casualty License
• Maintain and manage required licensing continuing education requirements
• Advanced insurance designation preferred; AAI or CIC
• Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency
• Excellent written and verbal communication skills
• Goal oriented and highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as collaboratively in a team environment

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
• 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.