Commercial Insurance Client Executive - Construction

EPIC Insurance Brokers & Consultants; Sandy Springs (GA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Generous PTO

Bonuses through performance

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive to support our specialty construction contractor clients with risk management, claims administration, coverage advocacy, and program design. This is a hybrid role, with training in-office and then 2 days remote; travel to Birmingham, Atlanta, Dallas, or Nashville as needed.

You will help free up producers’ time by resolving escalated service issues, coordinating internal resources, and reviewing proposals while guiding

Qualifications

• Bachelor’s degree required.
• Minimum ten (10) years’ experience in a commercial agency in client service and/or marketing.
• Valid Property & Casualty License.
• 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.

Responsibilities

• 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.

Skills

Communication skills

Problem solving

Relationship building

Customer service

Team collaboration

Attention to detail

Education

Bachelor’s degree

Tools

Sagitta

ImageRight

Job description

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 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’R 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.