Client Executive- Commercial Insurance Real Estate

About the role

The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of real estate and construction clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies.This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.

Requirements

• To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• ESSENTIAL DUTIES & RESPONSIBILITIES:
• Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
• Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
• Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
• Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
• Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
• Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
• Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
• Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
• Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
• Travel as needed to support client relationships and business development efforts
• Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (real estate and construction preferred)
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
• Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
• Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
• Excellent written and verbal communication skills
• Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
• Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
• Self-motivated, detail-oriented, and able to manage multiple priorities independently
• High level of professionalism with a strong client ser

Additional Information

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! CLIENT EXECUTIVE- REAL ESTATE COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Epic Insurance Brokers and Consultants? Share your experience