Client Executive, P&C Programs

10877 White Rock Road Suite 300, Rancho Cordova, CA 95670

The ESPI Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals works closely with clients to understand specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios.

Location: Hybrid schedule – 3 days a week in office at our Rancho Cordova, CA or Birmingham, AL office.

Position Summary: The Client Executive is the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role manages client relationships, addresses service needs, and ensures the delivery of high‑quality insurance solutions.

• 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 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 (loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
• Negotiate coverage terms, premiums, and commissions with carriers.
• Utilize Power Broker 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 Image Right 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.

• 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, Image Right, Broker Buddha, and Power Broker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
• Demonstrated ability to lead, train, and mentor team members effectively.

Salary Range: $110,000 to $125,000 base pay.

Come join our team!

As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.