Client Executive- Commercial Insurance Real Estate

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!

CLIENT EXECUTIVE- REAL ESTATE COMMERCIAL LINES OF INSURANCE

LOCATION

The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.

SUMMARY

The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of real estate and construction clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies.This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.

The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.

QUALIFICATIONS

To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

ESSENTIAL DUTIES & RESPONSIBILITIES

Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts

Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed

Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes

Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives

Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables

Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate

Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing

Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches

Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility

Travel as needed to support client relationships and business development efforts

REQUIREMENTS

Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (real estate and construction preferred)

Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)

Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)

Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes

Excellent written and verbal communication skills

Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority

Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data

Self-motivated, detail-oriented, and able to manage multiple priorities independently

High level of professionalism with a strong client service orientation

SUPERVISORY RESPONSIBILITIES

N/A

KEY COMPETENCIES

Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process

Strong ability to interpret coverage questions and apply technical expertise to client situations

Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions

Analytical thinking with the ability to evaluate complex situations and draw sound conclusions

Strong attention to detail, organization, and time management

Ability to handle sensitive and confidential information with professionalism and discretion

Client service–oriented mindset with a focus on delivering high-quality outcomes

Demonstrated initiative and commitment to continuous learning and development

Ability to manage multiple priorities and adapt in a fast-paced environment

Proven ability to work both independently and collaboratively within a team setting

Excellent interpersonal, written, and verbal communication skills

Proficiency in Microsoft Office applications, including Word, Excel, and Outlook

EDUCATION and/or EXPERIENCE

Bachelor’s degree preferred

8–10 years of commercial Property & Casualty insurance experience in a client-facing role

Demonstrated experience in project management and client program leadership

Relevant industry designations preferred (e.g., CIC, CPCU, CRM)

CERTIFICATES, LICENSES, REGISTRATIONS

Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education

Valid driver’s license

PHYSICAL DEMANDS

The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS

The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

The noise level in the work environment is typically moderate, with minimal exposure to physical risk.

OTHER DUTIES

This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.

The national average salary for this role is $130,000 to $140,000 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

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, 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ .