Talent.com
Experienced P&C Client Executive

Experienced P&C Client Executive

EPIC BrokersSan Francisco, CA, US
30+ days ago
Job type
  • Full-time
Job description

Experienced P&C Client Executive

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 will be located out of our San Francisco or Los Angeles offices with a hybrid work schedule; 2 days in-office.

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
  • 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"
  • Create a job alert for this search

    Client Executive • San Francisco, CA, US

    Related jobs
    • Promoted
    Client Executive, Care Transformation

    Client Executive, Care Transformation

    Ambience Healthcare, Inc.San Francisco, CA, United States
    Full-time
    Ambience Healthcare is the leading AI platform for documentation, coding, and clinical workflow, built to reduce administrative burden and protect revenue integrity at the point of care.Trusted by ...Show moreLast updated: 5 days ago
    • Promoted
    Client Executive Bay Area

    Client Executive Bay Area

    Litmus7San Francisco, CA, United States
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Own the overall client relationship across service lines and solutions. Lead regular project reviews wi...Show moreLast updated: 2 days ago
    • Promoted
    Client Executive, GTS

    Client Executive, GTS

    GartnerSan Francisco, CA, United States
    Full-time
    The Client Executive is a field sales role responsible for client retention and growth.Account Executives build trust-based relationships with C-Level Executives and their teams.They understand the...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Client Executive-Hi-Tech(Remote)

    Senior Client Executive-Hi-Tech(Remote)

    NTT DATA North AmericaPalo Alto, CA, United States
    Remote
    Full-time
    NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now....Show moreLast updated: 5 days ago
    • Promoted
    Global Client Executive, Sales Solutions

    Global Client Executive, Sales Solutions

    LinkedInSan Francisco, CA, United States
    Full-time
    Get AI-powered advice on this job and more exclusive features.Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Client Executive-Hi-Tech(Remote)

    Senior Client Executive-Hi-Tech(Remote)

    NTT DATA, Inc.Palo Alto, CA, United States
    Remote
    Full-time
    NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now....Show moreLast updated: 5 days ago
    • Promoted
    Strategic Client Executive

    Strategic Client Executive

    UniphorePalo Alto, CA, United States
    Full-time
    Be among the first 25 applicants.Uniphore is one of the largest B2B AI‑native companies—decades‑proven, built‑for‑scale and designed for the enterprise. The company drives business outcomes, across ...Show moreLast updated: 2 days ago
    • Promoted
    Executive Compensation Consultant

    Executive Compensation Consultant

    AonSan Francisco, CA, United States
    Full-time +1
    Executive Compensation Consultant for our Rewards Solutions team.Aon's Rewards Solutions, is the industry leader, providing advice and benchmarking companies to address their toughest HR and reward...Show moreLast updated: 30+ days ago
    • Promoted
    Client Director

    Client Director

    CiscoSan Francisco, CA, United States
    Full-time
    Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received.Step into a pivotal leadership role in a growing and dynamic, results-driven sale...Show moreLast updated: 4 days ago
    • Promoted
    Enterprise Client Leader

    Enterprise Client Leader

    AonSan Francisco, CA, United States
    Full-time
    Aon is seeking an Enterprise Client Leader.The role is accountable for leading Aon’s relationship for its most strategic clients across geographies and solution lines. Primary objectives of this rol...Show moreLast updated: 2 days ago
    Client Relations Executive - Hospice

    Client Relations Executive - Hospice

    Pathways Home Health, Hospice and Private DutySan Francisco, CA, US
    Full-time
    Quick Apply
    For over 45 years Pathways has been a Bay Area pioneer, leader, and innovator in Hospice, Home Health and Palliative Care. We provide care at home or in settings such as assisted living, a nursing h...Show moreLast updated: 30+ days ago
    • Promoted
    Junior / Assistant / Associate Specialist - Center for Effective Global Action

    Junior / Assistant / Associate Specialist - Center for Effective Global Action

    University of California-BerkeleyBerkeley, CA, United States
    Full-time
    The UC academic salary scales set the minimum pay determined by rank and step at appointment.See the following table(s) for the current salary scale(s) for this position : https : / / www.The current ba...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Edelman Financial EnginesDanville, CA, US
    Full-time
    At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Provider Contracting Executive

    Provider Contracting Executive

    HumanaSan Jose, CA, US
    Full-time +1
    Become a Part of Our Caring Community and Help Us Put Health First.The Contracting Executive will be responsible for setting VBC / APM contracting strategies within an assigned geographical region an...Show moreLast updated: 10 hours ago
    • Promoted
    Senior Client Executive-Hi-Tech(Bay Area)

    Senior Client Executive-Hi-Tech(Bay Area)

    NTT DATA, Inc.San Francisco, CA, United States
    Full-time
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : Create Alert.Senior Client Executive-Hi-Tech(Bay Area). NTT DATA strives to hire exceptional, innovative and...Show moreLast updated: 5 days ago
    • Promoted
    Client Partner

    Client Partner

    EXLSan Francisco, CA, United States
    Full-time
    Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Annual Bonus, RSUs, and Stock options. Big 4 or Top 10 consulting firm managing and supporting Ba...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Premier Relationship Manager

    Senior Premier Relationship Manager

    BMO FinancialOrinda, CA, US
    Part-time
    Retail Banking Sales & Service.This is a licensed position requiring the SIE, Series 6, 63, Life and Health.The mission of Premier Services is to help mass affluent clientele make real financia...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Financial Consultant Partner - Menlo Park, CA

    Financial Consultant Partner - Menlo Park, CA

    Charles SchwabMenlo Park, California, US
    Full-time
    Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.At Schwab, you're empowered to make an impact on your career. Here, innovative thought me...Show moreLast updated: 22 hours ago