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EPIC Insurance Brokers & Consultants · 3 weeks ago

Surety Client Executive

United States

Full-time

Remote

Senior Level, Lead/Staff

$150K/yr - $200K/yr

10+ years exp

EPIC Insurance Brokers is a rapidly growing firm in the insurance industry, looking for an experienced Surety Account Executive. This role involves managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients 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

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

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

Excellent communication, organizational, and problem-solving skills

Proficiency in Microsoft Office Suite

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

College degree or equivalent experience 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

State Property & Casualty License required

Valid Driver's License required

Preferred

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

Experience with Tinubu

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

Benefits

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, 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