Client Executive- Commercial Accounts

About the role

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! JOB SUMMARY The Client Executive is a player/coach role responsible for managing and servicing a complex book of commercial P&C clients while also providing day to day guidance, workflow coordination, and technical leadership to a team of Client Managers and/or Assistant Client Managers. This role serves as a senior member of the client service team, ensuring consistent, high quality service delivery, providing advanced technical expertise, leading renewal processes, serving as a key escalation resource, and supporting the development of the client service team. Location: This role requires a hybrid work schedule out of our Grand Rapids, MI office, 3-4 days a week in office. The Client Executive partners closely with Producers, Client Executives, Claims, Risk Control, and other internal teams to support efficient and effective client service operations across the department. GENERAL RESPONSIBILITIES Critical Job Functions: Client Service: - Serve as a primary day‐to‐day contact for assigned complex accounts, managing client expectations and ensuring timely response and resolution. - Provide advanced guidance on policy language, coverages, exclusions, and risk considerations, coordinating with internal resources as appropriate. - Lead or participate in client meetings, including stewardship meetings and renewal discussions, in partnership with Producers and Client Executives. - Manage endorsements, invoicing, audits, and policy-related documents to ensure accuracy and timely delivery. - Maintain Agency Management Systems in real time, ensuring accurate and complete documentation. - Establish, maintain, and monitor open items lists with internal and external clients to ensure proactive follow‐up and completion. - Other duties may be assigned Renewals: - Coordinate and lead internal renewal strategy meetings, providing insights based on exposures, loss data, and market conditions. - Prepare and review renewal exposures, loss runs, and coverage summaries; identify trends, gaps, and opportunities to strengthen client programs. - Partner with Broking and Client Executives on submission development, marketing strategy, and proposal preparation. - Oversee the policy checking process for complex accounts, ensuring accuracy and working directly with carriers to correct discrepancies. - Manage binding instructions, confirmations of coverage, evidence of insurance, and related documentation. - Other duties may be assigned. Team Leadership: - Provide day‐to‐day leadership, technical direction, and coaching for a team of Client Managers and/or Assistant Client Managers, supporting both levels based on team structure and business needs. - Support workload balancing and monitor task progression to ensure deadlines and service standards are consistently met. - Conduct quality review of submissions, proposals, policy checks, client communications, and other deliverables produced by CMs and ACMs. - Facilitate training, onboarding, and ongoing development to enhance technical knowledge, process consistency, and confidence across the team. - Lead team meetings or huddles focused on best practices, process updates, expectations, and alignment. - Partner with senior leadership to identify workflow efficiencies, process improvements, and opportunities to strengthen team performance. - Stay informed on industry developments, coverages, and technology. Operational Excellence - Monitor team workflows to ensure adherence to service standards, documented procedures, and compliance requirements. - Identify opportunities to improve efficiency, accuracy, and consistency in daily processes-particularly around documentation, renewal preparation, client communication, and policy servicing. - Partner with Client Executives, Senior Client Manager, Client Manager and Assistant Client Manager Team Leads to standardize best practices and strengthen operational alignment across service teams. - Lead or participate in initiatives designed to enhance system util

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