Commercial Insurance Client Executive
Not Disclosed•Full-TimeHybrid
location_on24th Street North, Central City, Birmingham, Jefferson County, Alabama, 35202, United States
About EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Headquartered in New York City and founded in 2007, the company has expanded to over 3,000 employees across more than 60 offices nationwide. Our local market knowledge and industry expertise allow us to support clients' regional and global needs effectively.
We are driven by capable, committed people who share common beliefs and values. Our core values—Owner mindset, Inspire trust, Think big, and Drive results—guide our culture. We foster a "50/50" work culture that balances producers and the rest of the business, supporting collaboration, teamwork, and an inclusive environment where every colleague feels welcomed, valued, respected, and heard.
About the Role
The ESPI Programs Division delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Within this division, the Client Executive serves as the primary expert resource and first point of contact for assigned clients. This role is designed for individuals who know what they want and aren't afraid to make it happen.
You will act as the bridge between our clients and our internal teams, including Producers, support staff, and carriers. Your day-to-day involves managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. You will collaborate closely to drive new business, manage renewals, and maintain compliance, leveraging strong insurer relationships and deep industry expertise to mitigate risk and enhance client insurance portfolios.
Location & Work Model
This role is based out of our Birmingham, AL office. The position requires a hybrid work schedule, with a requirement to be in the office three days per week.
Our Culture & Commitment to Diversity
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills, or experience. We believe 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.
Beyond our core values, we are committed to giving back through charitable efforts like the Donation Connection, Employee Assistance Fund, and People First Foundation. We are proud to be ranked in the top 10 of property/casualty agencies according to "Insurance Journal."
How to Apply
If you are eager to join an amazing team that is growing and values your contribution, we invite you to apply. To learn more about EPIC and our career opportunities, please visit our Careers Page at epicbrokers.com.
Work location
Work model: Hybrid
24th Street North, Central City, Birmingham, Jefferson County, Alabama, 35202, United States
Birmingham, Alabama
Key Responsibilities
- check_circleAct as primary expert resource and first point of contact for assigned clients
- check_circleAddress client inquiries and manage day-to-day service needs
- check_circleBuild and maintain strong, trust-based relationships with clients
- check_circleCollaborate with Producers to define marketing strategies and carrier selection
- check_circleCollect and analyze client data to prepare comprehensive insurance submissions
- check_circleNegotiate coverage terms, premiums, and commissions with carriers
- check_circleUtilize PowerBroker AI to generate quote comparisons and assist in proposal development
- check_circlePresent or coordinate the delivery of proposals to clients and prospects
- check_circleMaintain accurate client data in the Sagitta Agency Management System
Requirements
- verified7+ years commercial insurance marketing/placement/brokering experience
- verifiedProficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI
- verifiedProficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- verifiedHybrid work schedule in Birmingham, AL (3 days/week)
Benefits & Perks
check_circleManaged PTO for salaried employees and 22 PTO days for hourly employeescheck_circle12 company-observed paid holidays and 4 early-close dayscheck_circlePaid parental leave, pregnancy disability, bonding leave, and organ donor leavecheck_circle$1,500 employee referral bonus programMentorship Program, Tuition Reimbursement Program, and Leadership Development
Frequently asked questions about Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants
What does a Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants do?expand_more
Day-to-day, the Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants will act as primary expert resource and first point of contact for assigned clients; address client inquiries and manage day-to-day service needs; build and maintain strong, trust-based relationships with clients; and collaborate with producers to define marketing strategies and carrier selection.
What are the requirements for this Commercial Insurance Client Executive role?expand_more
To qualify for the Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants position, applicants should have: 7+ years commercial insurance marketing/placement/brokering experience; Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI; Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); and Hybrid work schedule in Birmingham, AL (3 days/week).
Where is the Commercial Insurance Client Executive role at EPIC Insurance Brokers & Consultants located?expand_more
Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants is based in 24th Street North, Central City, Birmingham, Jefferson County, Alabama, 35202, United States. This is a hybrid role.
Is this Commercial Insurance Client Executive job remote, hybrid, or on-site?expand_more
EPIC Insurance Brokers & Consultants has listed this Commercial Insurance Client Executive role as hybrid.
How much experience is required for this Commercial Insurance Client Executive role?expand_more
Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants typically requires 7+ years of relevant experience at the senior level.
What skills do you need for the Commercial Insurance Client Executive role at EPIC Insurance Brokers & Consultants?expand_more
Key skills for Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants include Sagitta; Imageright; Broker Buddha; Powerbroker Ai; Microsoft Office; Outlook; Word; and Excel.
What category does the Commercial Insurance Client Executive role belong to?expand_more
Commercial Insurance Client Executive at EPIC Insurance Brokers & Consultants is part of the accounting & finance job category on Recrutus.