Client Executive - Commercial Insurance Real Estate

Location: Los Angeles or Newport Beach, California, with a hybrid schedule requiring in-office attendance twice per week

Salary: $130,000–$140,000 annual base pay, exclusive of bonuses and benefits

Company

EPIC Insurance Brokers & Consultants is a rapidly growing property and casualty insurance brokerage with more than 3,000 employees and over 60 offices across the United States.

What you will do

• Manage property and casualty insurance relationships for complex real estate and construction client portfolios.
• Partner with Producers on new business development, renewals, and expansion opportunities.
• Lead submission strategy, market placement, carrier engagement, and negotiation of coverage terms, conditions, and pricing.
• Coordinate internal resources and deliver renewal strategies, risk analyses, stewardship reports, and client-facing materials.
• Oversee accurate and timely completion of endorsements, certificates, audits, invoicing, and other service deliverables.
• Provide strategic recommendations on coverage structure, program design, and risk financing while mentoring service team members.

Requirements

• 8–10 years of client-facing commercial property and casualty insurance experience, preferably involving real estate and construction.
• Strong negotiation, analytical, communication, client service, and problem-solving skills.
• Advanced proficiency in Microsoft Office, including Excel, PowerPoint, Outlook, and Word.
• Ability to interpret coverage forms, contracts, and financial data and manage multiple priorities independently.
• Experience with project management and client program leadership; Sagitta and ImageRight experience is preferred.
• Active property and casualty broker license and a valid driver’s license required; ability to travel independently to client sites, including occasional air travel.

Nice to have

• Bachelor’s degree.
• Industry designations such as CIC, CPCU, or CRM.
• Experience using technology, data, and emerging AI solutions to improve workflow efficiency and client-service outcomes.

Culture & Benefits

• Hybrid work environment with a collaborative 50/50 culture between Producers and service teams.
• Paid time off, company holidays, early-close days, and paid parental and other leave options.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Mentorship, tuition reimbursement, leadership development, and employee recognition programs.
• Additional benefits include pet insurance, identity theft protection, legal planning, and family planning support.