Client Executive- P&C Accounts

Come join our team!

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 San Francisco and founded in 2007, our company has over 3,000 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 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!

LOCATION: 

This role can be located out of any of our Northern, CA offices with a hybrid work schedule; 1 day in-office.  Please refer to out EPIC office locations: https://www.epicbrokers.com/about/locations/

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Primary expert resource and first point of contact for clients.
• For new and renewal business, candidate should be able to analyze relevant client data (e.g. exposures, risk tolerance, loss experience data, contractual obligations) to conduct a successful marketing endeavor.
• Provides market comparisons detailing the coverage and rate information and outlines 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
  • 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
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• 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. 

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