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EPIC Insurance Brokers & Consultants · 4 days ago

Client Executive, P&C Programs

Birmingham, AL

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $125K/yr

EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of their clients. The Client Executive serves as the primary expert resource for assigned clients, managing relationships and ensuring the delivery of high-quality insurance solutions while collaborating with various teams to drive new business and maintain compliance.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

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

Collaborate with Producers to define marketing strategies, target pricing, and carrier selection

Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions

Negotiate coverage terms, premiums, and commissions with carriers

Utilize PowerBroker AI to generate quote comparisons and assist in proposal development

Present or coordinate the delivery of proposals to clients and prospects

Maintain accurate and up-to-date client data in the Sagitta Agency Management System

Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities

Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business

Prepare Broker of Record letters in accordance with established procedures

150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy

120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer

90 Days Out: Submit to all identified markets and begin follow-up

60 Days Out: Continue follow-up and provide additional information as needed

30 Days Out: Finalize quotes and prepare proposals for delivery

Qualification

Client managementInsurance knowledgeNegotiation skillsSagitta proficiencyImageRight proficiencyPowerBroker AI proficiencyMicrosoft OfficeOrganizational skillsCommunication skillsTeam leadership

Required

Proven experience in client management and insurance program leadership

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

Demonstrated ability to lead, train, and mentor team members effectively

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

Quarterly employee recognition program 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