Surety Client Executive

Surety Client Executive

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Newport Beach, Ontario, Los Angeles, or Pasadena offices.

Position Summary : The Surety Account Executive serves as a key client-facing role within the Surety department. 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.

Key Responsibilities :

• Client Relationship Management :
• 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.
• Surety Program Development :
• 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.
• Marketing & Business Development :
• 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.
• Carrier Relations :
• Maintain effective relationships with surety carriers.
• Stay informed on industry trends, regulations, and available products.
• Ensure compliance with underwriting standards and carrier expectations.
• Internal Collaboration :
• 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.

Qualifications :

Competencies :

This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.

Essential Duties and Responsibilities :

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 on-going basis. Routine questions are delegated.

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.

Business Growth :

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.

Service :

Establishes and maintains primary, on-going 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.

Marketing :

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.

Personal and Organizational Development :

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.

Supervisory Responsibilities :

None

Key Competencies :

Full knowledge of commercial lines of coverage and services; Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral

Education and / or Experience :

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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS : State Property & Casualty License required; Valid Driver's License required.

Compensation :

The national average salary for this role is $150,000.00 - $200,000.00 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