Senior Client Executive- P&C

EPIC Insurance Brokers & Consultants; San Francisco (CA); On-site; USD 175,000 - 190,000; Full time

Benefits offered by this job

Generous Paid Time off

Tuition Reimbursement Program

401(k) matching

Health, dental and vision programs

Employee recognition programs

Job summary

A leading insurance brokerage firm is seeking an Experienced P&C Client Executive in San Francisco to manage client relationships and provide expert guidance on insurance programs. Candidates should have a college degree and at least 10 years of experience in a similar role. This position offers a hybrid work schedule and a competitive salary range of $175,000 - $190,000 along with various employee benefits.

Qualifications

• 10+ years as a Client Executive or similar.
• Experience with structuring/negotiating shared and layered insurance programs.
• Experience with OCIP/CCIP wrap-up programs and builders' risk placements is a plus.

Responsibilities

• Primary expert resource and first point of contact for clients.
• Analyze client data for new and renewal business.
• Develop strong relationships with business partners.

Skills

Client relationship management

Risk analysis

Negotiation skills

Education

College degree

Tools

Microsoft Office

Job description

Experienced P&C Client Executive at EPIC Insurance Brokers & Consultants

Location: This role will be located out of our San Francisco or Los Angeles offices with a hybrid work schedule; 2 days in-office.

Job Overview

We are looking for a seasoned insurance professional who wants to be part of an EPIC Team. We want a leader who is versed in the property markets, has the ability to analyze clients’ risks and exposures with the skillset of tailoring and negotiating an insurance program for our clients. We are looking for a driven individual who works well with minimal supervision with a strong sense of responsibility and accountability. It is preferred that you have experience in the real estate/property and development arena but more importantly, we are looking for a professional with at least 10 years experience in a Client Executive role or similar. Be part of an experienced and collaborative team that supports marquee property owners and developers in the San Francisco Bay Area. Join the team that will be part of the continuous growth of the Bay Area!

Essential Duties And Responsibilities

• Primary expert resource and first point of contact for clients.
• For new and renewal business, analyze relevant client data (e.g. exposures, risk tolerance, loss experience data, contractual obligations) to conduct a successful marketing endeavor.
• Provide market comparisons detailing the coverage and rate information and outline the benefits or faults of each.
• Makes recommendations on proposed policy terms; reviews and negotiates endorsement language.
• Develop and continue strong relationships with a wide range of business partners, including underwriters, London brokers, wholesale brokers, and other professional service providers.
• Coordinate with clients, contractors and vendors to satisfy insurance obligations.
• Lead strategic discussions with clients to identify evolving risk profiles and proactively recommend program enhancements.
• Collaborate internally across EPIC’s team resources to ensure seamless service delivery and client satisfaction.

Education And/Or Experience

• College degree
• 10+ years as a Client Executive or similar
• Microsoft Office and key applications (e.g. Outlook, Word, Excel)
• Experience with structuring/negotiating shared and layered insurance programs.
• Experience with OCIP/CCIP wrap-up programs and builders’ risk placements is a plus.

Compensation

The national average salary for this role is $175,000.00 - $190,000.00 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 and 3,000 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
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program
• Employee recognition programs for EPIC’s values
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• 401(k) matching, medical, dental, vision, and wellness programs
• 50/50 Work Culture: collaboration between producers and the rest of the business

For more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/

EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. California Applicants - view your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

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