Senior Client Executive, Construction & Manufacturing Insurance

Epic-Insurance-Brokers-; San Francisco (CA); Hybrid; USD 160,000 - 185,000; Full time

Job summary

EPIC Insurance Brokers & Consultants seeks a senior Client Executive for Construction and Manufacturing Commercial Lines. You will manage Property & Casualty relationships for a complex client portfolio, lead service delivery, coordinate program activities, and act as a strategic advisor to drive retention and growth.

You will mentor the service team, collaborate with Producers and risk professionals, and oversee endorsements, certificates, audits, and invoicing while traveling as needed.

Qualifications

• 8–10 years of commercial Property & Casualty insurance experience in a client-facing role.

Responsibilities

• Partner closely with Producers on new business, renewals, and expansion opportunities within existing accounts
• Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
• Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
• Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
• Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
• Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
• Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
• Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
• Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
• Travel as needed to support client relationships and business development efforts

Skills

Negotiation

Microsoft Office

Sagitta

ImageRight

AI tools

Written communication

Mentoring

Analytical thinking

Detail oriented

Travel readiness

Education

8–10 years of commercial Property & Casualty insurance experience

5+ years in Account Executive role

CIC / CPCU preferred

Tools

Sagitta

ImageRight

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants seeks a senior Client Executive for Construction and Manufacturing Commercial Lines. You will manage Property & Casualty relationships for a complex client portfolio, lead service delivery, coordinate program activities, and act as a strategic advisor to drive retention and growth.

You will mentor the service team, collaborate with Producers and risk professionals, and oversee endorsements, certificates, audits, and invoicing while traveling as needed.