Commercial Insurance Client Executive New 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670

Job Overview The Client Executive serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role manages client relationships, addresses service needs, and ensures the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance. Location Hybrid work schedule out of our Rancho Cordova (CA) office: 3 days a week in‑office. Qualifications / What We’re Looking For At least 7+ years of commercial insurance marketing, placement, or brokering experience, both client‑ and carrier‑facing. Well‑versed in all lines of coverage. Strong, professional communication, problem‑solving and relationship‑building skills. Collaborative, accountable, committed to excellence. Positive, outgoing disposition, team‑oriented while able to work independently. Responsibilities 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 with clients 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 the Sagitta Agency Management System. Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities. Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both 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. The base pay offered will be determined based on experience, skills, training, certifications, and education, while also considering internal equity and market data. Benefits 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. Employee referral bonus program of $1,500 per hired referral. Employee recognition programs for demonstrating EPIC’s values and additional awards. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Unique benefits such as pet insurance, identity theft & fraud protection coverage, legal planning, family planning, and menopause & midlife support. 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs. 50/50 work culture fostering collaboration and an inclusive work environment. EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation. Ranked in the top 10 of property/casualty agencies according to “Insurance Journal.” Diversity and Inclusion 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. Equal Employment Opportunity As set forth in EPIC Brokers’ Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Legal Statement (Massachusetts) 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. #J-18808-Ljbffr EPIC Insurance Brokers & Consultants