What are the responsibilities and job description for the Experienced Insurance Account Executive (Construction/Real Estate) position at EPIC Insurance Brokers & Consultants?

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 :

The Senior Client Manager (Account Executive) will work with a Producer and Account Executive to manage, retain, and expand a diverse book of business including real estate owners, managers, and developers as well as project specific programs (OCIPs / CCIPs) and annually renewing real estate, construction, and hospitality client programs. This role will wear many hats, including (but not limited to) being client-facing, to marketing and placing coverages, to negotiating coverages with underwriters, to issuing COI's and invoices, to reporting, and much more!

LOCATION : This is a hybrid role. Candidates interested in this role must be willing & able to work out of one of the following EPIC offices at least 2 days a week : Concord CA, San Ramon, CA or Birmingham AL. We are not considering remote candidates for this role.

WHAT WE’RE LOOKING FOR :

MUST HAVE extensive experience marketing & placing construction insurance programs and / or working with real estate development risks of all types. Experience with Project Specific programs, OCIPs, CCIPs, and complex Builder's Risk programs is preferred.
This is a great role for experienced account managers / account executives who enjoy having their hands in most of the insurance process, including business development, sales and facetime with clients! Starting out, this role will take a lot of administrative tasks off the rest of the team's plate but will soon be trained to take more responsibilities on accounts.
Hard-working insurance professionals who love being part of a close-knit team, who enjoy a fast-paced environment with lots of opportunity to learn & grow!

WHAT YOU’LL DO :

Day-day responsibilities of the Client Manager will include the following :

Manage new business and renewal marketing and proposal efforts including information gathering, preparation of specifications and submission to markets.

Manage client open items per deliverable timelines and work to achieve objectives while becoming a primary contact for client inquiries.

With oversight and guidance from Producers / Account Executives, serve as primary contact with underwriters to negotiate new business and renewal programs.

Oversee and coordinate invoicing, allocations, certificates of insurance and auto ID cards.

Manage renewal of client service agreements, contracts, approvals, and invoicing.

Produce proposal and post-binding insurance summaries for internal and external use.

Identify coverage gaps and propose enhancements and improvements.

Attend client meetings with team members as needed.

Develop strategies to assist clients with cost reduction plans; work to cross sell other EPIC specialties where opportunities are presented.

Maintain underwriting relationships and attend industry events, as necessary.

Assist clients with safety issues and oversee and manage safety resources.

Oversee third party OCIP / CCIP administrators and peer review / quality assurance partners.

Develop annual stewardship reports detailing EPIC’s accomplishments and highlighting the dollarized value of services provided by EPIC.

Assist clients with claims reporting and management and / or claims reviews. Coordinate internal team of claims consultants to ensure client deliverable expectations are met.

Deliver all client management services in compliance with protocols and procedures of EPIC broker standards and / or in conjunction with broker standards set forth by clients.

WHAT YOU’LL BRING :

Minimum of 8 years of direct insurance brokerage or related industry experience

Specialization in Construction Casualty, including Workers’ Compensation, Automobile Liability, Umbrella / Excess, and Professional Liability

Property & casualty license required; CRIS designation preferred but not required

Strong understanding of Property, Inland Marine and Management Risk (D&O, EPLI, Crime, Cyber, Fiduciary) exposures and coverages

Ability to assist clients with cost reduction strategies and cross-sell opportunities

COMPENSATION :

The national average salary for this role is $110,000.00 - $145,000.00 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 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

Quarterly employee recognition program 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, Cancer 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 / .

Salary : $110,000 - $145,000

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Experienced Insurance Account Executive (Construction/Real Estate)

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