Insurance Client Executive: Growth & Renewals

Edgewoodpartnersinsurancecenter; Newport Beach (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous Paid Time off

PTO 22 days

Holidays and early close days

Parental and other leave options

Employee referral bonus program

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Executive to serve as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. The role focuses on managing client relationships, service delivery, and collaboration with producers, staff, and carriers to drive new business and renewals.

The incumbent will maintain compliance, coordinate with teams, and ensure accurate client data in Sagitta, while negotiating coverage terms and

Qualifications

• 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.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.

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.

Skills

Client management

Insurance knowledge

Communication skills

Negotiation

Organizational skills

Tools

Sagitta

ImageRight

Broker Buddha

PowerBroker AI

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants is seeking a Client Executive to serve as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. The role focuses on managing client relationships, service delivery, and collaboration with producers, staff, and carriers to drive new business and renewals.

The incumbent will maintain compliance, coordinate with teams, and ensure accurate client data in Sagitta, while negotiating coverage terms and