Client Executive at EPIC Brokers

Maple Grove, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Dec, 25

Salary

0.0

Posted On

01 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Relationship Management, Risk Management, Insurance Programs, Account Management, Problem Resolution, Communication Skills, Time Management, Organizational Skills, Coaching, Presentation Skills, Marketing Strategy, Technology Utilization, Confidentiality, Team Collaboration, Creative Thinking

Industry

Insurance

Description

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! BASIC FUNCTION The role of the client executive is to participate in the production of new and renewal business and to provide a high level of client service to new and existing clients. PRIMARY DUTIES AND RESPONSIBILITIES Handle new business for the company that is assigned to you from the production team as well as from call-in and client referrals and by expanding existing networks and business relationships. Follow up on leads and cross-sell referrals. Services clients Maintain/strengthen relationships with prospect and client decision makers, insurance buyers, and company contacts. Manage day to day account responsibilities and successfully perform renewal process for existing accounts. Day to day duties include but are not limited to: resolving client problems responding to client questions monitoring clients insurance program for possible changes facilitating resolution to claims coordinating the delivery of value-added services. Perform administrative account management duties such as completing applications, billing, resolving collection problems, corresponding with carriers, providing customer status reports, coordinating and following up on audits, attending sales meetings, reviewing production reports and supporting internal staff department requests for information. Determine risk management and client coverage needs to develop effective insurance programs for new and renewal accounts. Provide coaching, direction and day-to-day supervision to account support staff. Develop effective proposals and make presentations to close new accounts and renew existing accounts. Provide input and support in order to develop and execute a marketing strategy. Implement new business and renewal processes, procedures and practices according to established company systems and guidelines. Manage entertainment and new business development expenses prudently. Apply all enabling technology to ensure efficient and effective delivery of service according to company policies, procedures and practices Perform other duties and special projects as assigned. SERVICE AND PERFORMANCE COMMITMENTS Compliance with Company procedures, policies and expectations. Thorough knowledge of and compliance with department and company best practices. Compliance with internal departmental audit procedures, and effective response to audit results. Successful performance of assigned duties. Excellent time management and organizational skills. Excellent oral and written communication skills. Positive relationships with client contacts. Informative and professional behavior when working with customers and co-workers. Interpersonal relationships which encourage openness, candor and trust, both internally and outside of the Company. Initiative and creative thinking in decision making and problem resolution situations when performing job duties. Effective delegation to and training of employees. Maintenance of Company information in a confidential manner. Maintain appropriate licenses throughout employment. EDUCATION, TRAINING, AND EXPERIENCE Bachelors Degree Current Producer's Property & Casualty License. Minimum of 5 years' experience in this role or similar role COMPENSATION: 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/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-DNI

Responsibilities

The Client Executive is responsible for producing new and renewal business while providing high-level client service. This includes managing day-to-day account responsibilities and maintaining relationships with clients and decision-makers.