Global Client Executive, Healthcare Practice- Risk Management

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 New York City and founded in 2007, our company has over 4,000 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!

LOCATION: This role will be located out of our San Francisco office, 3x a week with a hybrid work schedule.

JOB OVERVIEW

The Global Client Executive (GCE) is the senior client relationship owner for large, complex, and strategic EPIC clients. The role is responsible for all phases of client relationship management, retention, and expansion, ensuring delivery of the full EPIC platform in alignment with each client’s business objectives. Healthcare experience a plus. 5-7 years brokerage experience required.

A GCE is an experienced insurance professional who provides consultative advice, orchestrates multidisciplinary service teams, and is fully accountable for client satisfaction, retention, and revenue growth.

Core Responsibilities

Healthcare Client Relationship Leadership

Serve as the primary senior point of contact and relationship owner for large and complex clients

Develop deep understanding of each client’s business, strategy, goals, and risk profile

Maintain high client satisfaction, loyalty, and long-term retention

Lead client stewardship strategy and oversee delivery of stewardship reports

Risk Advisory & Strategy

Identify, analyze, and quantify client exposures

Design comprehensive risk management strategies aligned to client objectives

Review client loss experience and exposures relative to coverage structure

Collaborate with product line specialists to determine optimal program design

Placement & Broking Oversight

Develop broking strategies responsive to client needs and market conditions

Communicate placement strategies to clients and obtain approval

Oversee execution of broking plans across all applicable lines of coverage

Team Orchestration & Service Delivery

Orchestrate internal service teams across EPIC practices to ensure consistent, high quality delivery

Promote effective collaboration, performance, and accountability within the client team

Ensure service standards and timelines are consistently met

Growth & Revenue Responsibilities

Meet or exceed revenue retention and expansion targets

Lead cross selling and integrated platform delivery across all EPIC capabilities

Manage fee strategies and oversee expansion of client relationships

Participate in Broker Business Planning and Client Management processes

Track and manage opportunities through Salesforce in line with growth objectives

Platform & Practice Integration

Leverage EPIC’s full platform, including (but not limited to):

o Property & Casualty, (including Professional Liability, Medical Malpractice, Captive Reinsurance)

o Executive Risk & Cyber

o Aviation & Marine

o Surety

o Environmental

o Benefits

o Risk Consulting Services (Claims, Loss Control, Analytics)

Deploy specialty and consulting resources to address complex client needs

Operational & Administrative Accountability

Maintain accurate client records and reporting through Salesforce and internal systems

Oversee contract administration, invoicing coordination, and proposal development

Ensure proper documentation, renewal tracking, and stewardship reporting

EDUCATION and/or EXPERIENCE

Bachelor’s degree preferred

8–10 years of risk management insurance experience in a client-facing role

Significant healthcare client experience

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 $250,000 to $350,000 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/ .