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EPIC Insurance Brokers & Consultants · 1 day ago

Surety Client Executive

United States

Contract

Remote

Senior Level, Lead/Staff

$150K/yr - $200K/yr

10+ years exp

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Serve as the primary contact for clients regarding surety needs

Build and maintain strong, trust-based relationships with clients

Advise clients on complex surety matters and bonding strategies

Understand clients’ business operations and financials to tailor bonding solutions

Analyze financial statements, credit reports, and project histories to assess bonding capacity

Coordinate market selection and negotiate terms with surety carriers

Assist producers in soliciting new surety business

Develop leads through industry networking, internal referrals, and market research

Participate in formal presentations to client decision-makers

Maintain effective relationships with surety carriers

Stay informed on industry trends, regulations, and available products

Ensure compliance with underwriting standards and carrier expectations

Work closely with producers, client executives, and support staff

Mentor junior team members and contribute to a collaborative work environment

Coordinate servicing efforts to ensure high-quality client support

Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance

Prepares endorsements per client requests

Prepares and provides resource, trend and legal update information to clients on ongoing basis

For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf)

Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team

Conducts marketing and new business development for employee’s book of business

Delegates office administrative work to appropriate staff and oversees tasks

Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business

May have a production goal. Production goals are subject to periodic adjustment by the Company

Establishes and maintains primary, ongoing business relationship with client and becomes first point of contact for all future client service needs

Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues

Interface with clients, producers and other team members to develop a comprehensive customer service plan

Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives

Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage

Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication

Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate

Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies

Negotiate with carriers for best available premiums, commissions and coverage

Conduct sales presentations as part of team

Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments

Set priorities and manage workflow for self to ensure all goals are met

Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts

Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records

Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company

Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance

Enjoy active participation in community organizations

Project a professional image in action and appearance

Qualification

Surety products knowledgeFinancial analysisClient relationship managementMicrosoft Office SuiteProperty/Casualty licenseCommunication skillsOrganizational skillsProblem-solving skillsNegotiation skillsInterpersonal skills

Required

Minimum of 10 years of experience in the surety or insurance industry is required

Strong understanding of surety products, underwriting principles, and financial analysis

Excellent communication, organizational, and problem-solving skills

Proficiency in Microsoft Office Suite; experience with Tinubu preferred

Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus

High school diploma or G.E.D. equivalent required

Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts

One Year Of Direct Supervisory Experience Required

Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

Must have high level of interpersonal skills to handle sensitive and confidential situations

Preferred

Bachelor's degree in Business, Finance, Accounting, or related field, preferred

Benefits

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 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, Cancer 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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees