Commercial Insurance Client Executive New 125 S Wacker Dr, Suite 3150, Chicago, IL 60606

Job Overview The ESPI Programs Division at EPIC Insurance Brokers & Consultants delivers specialized insurance solutions through program management, risk assessment, and customized coverage. The Client Executive serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department, managing relationships, addressing service needs, and ensuring high‑quality insurance solutions. Location Hybrid schedule out of our Chicago office. 3 days per week in the office. What We’re Looking For At least 7+ years of commercial insurance marketing/placement/brokering experience, both client‑ and carrier‑facing. Strong knowledge of all lines of coverage. Excellent communication, problem‑solving, and relationship‑building skills. Collaborative, accountable, and committed to excellence. Positive, outgoing disposition, able to work independently and as part of a team. What You’ll Do Responsibilities include but are not limited to: Client Relationship Management Act as the primary expert resource and first point of contact for assigned clients. Address client inquiries and manage day‑to‑day service needs, delegating tasks as appropriate to support staff. Build and maintain strong, trust‑based relationships through proactive communication and consistent service delivery. Marketing & New Business Development Collaborate with Producers to define marketing strategies, target pricing, and carrier selection. Collect and analyze client data (loss runs, exposures, contractual requirements) to prepare comprehensive submissions. Negotiate coverage terms, premiums, and commissions with carriers. Utilize PowerBroker AI to generate quote comparisons and assist in proposal development. Present or coordinate the delivery of proposals to clients and prospects. Policy Management & Compliance Maintain accurate and up‑to‑date client data in Sagitta. Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities. Ensure all documentation is accurately saved in ImageRight and workflows are followed for new and renewal business. Prepare Broker of Record letters in accordance with established procedures. Renewal Process Management 150 days out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy. 120 days out: Submit to early‑accepting carriers; review loss summaries with Producer. 90 days out: Submit to all identified markets and begin follow‑up. 60 days out: Continue follow‑up and provide additional information as needed. 30 days out: Finalize quotes and prepare proposals for delivery. What You’ll Bring Proven experience in client management. Strong knowledge of insurance coverages, underwriting, and carrier relationships. Excellent communication, negotiation, and organizational skills. Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI. Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint. Compensation The national average salary for this role is $110,000 to $125,000 in base pay, exclusive of any bonuses or benefits. Base pay will be determined based on experience, skills, certifications, and education, while also considering internal equity and market data. Benefits Generous Paid Time Off Managed PTO for salaried/exempt employees; 22 PTO days 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 Employee referral bonus program of $1,500 per hired referral Employee recognition programs and additional awards (including trips) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Unique benefits: pet insurance, identity theft & fraud protection coverage, legal planning, family planning, and menopause & midlife support Additional benefits: 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs 50/50 work culture fostering collaboration, teamwork, and inclusion EPIC Gives Back: charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation Ranked in the top 10 of property/casualty agencies by Insurance Journal EEO Statement 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 deliver the best outcomes to our clients. 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. We do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr EPIC Insurance Brokers & Consultants