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Client Executive- Commercial Accounts

678 Front Avenue NW, Suite 330, Grand Rapids, MI 49504-5323

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 utilization (Sagitta, ImageRight, CSR24, etc.), improve data quality, reduce rework, and streamline handoffs.
• Track key operational metrics such as turnaround times, renewal milestones, open items, and workflow bottlenecks; recommend adjustments as needed.
• Reinforce proper use of Agency Management Systems, ensuring documentation is complete, timely, and consistent with internal expectations.
• Collaborate with leadership to support audit readiness, process updates, and continuous improvement projects.
• Promote a culture of accountability, accuracy, and operational discipline across the client service team.

SKILLS & QUALIFICATIONS

• Strong verbal and written communication skills with the ability to lead client discussions confidently.
• Advanced technical knowledge of commercial property and casualty insurance, including complex coverage structures.
• Excellent analytical skills, including evaluation of exposures, loss trends, and policy forms.
• Ability to manage multiple priorities in a fast‐paced environment with minimal supervision.
• Demonstrated ability to mentor and support team members.
• Proficiency in Microsoft Office and agency systems such as Sagitta and ImageRight; ability to learn new systems efficiently.

Requirements:

Educational Requirements:
• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.
• 5–7+ years of commercial property and casualty insurance experience in a client‐facing role, with experience handling complex accounts.
• Experience supporting, mentoring, or coaching staff strongly preferred.
• Insurance industry designations (CIC, CRM, ARM, CPCU, etc.) preferred.

CERTIFICATES, LICENSES, REGISTRATIONS:
• Property and Casualty Broker License
• Valid Driver License

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • 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
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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