Commercial Insurance Client Executive - Construction

The role

The Client Executive will assist specialty construction contractor clients with risk management, including claims administration, coverage advocacy, and P&C insurance program design. This role aims to free up time for producers and Marketing Account Executives by managing service issues and program stewardship.

What you will do

• Act as the first stop for escalated service issues or complex problems
• Coordinate resources within the team and for the client
• Assist with reviewing proposals and providing feedback to MAE
• Work on coverage disputes and assist with complex claims
• Run an ERMR if a producer has a conflict
• Fill gaps in the service team due to expertise or capacity needs
• Assume ownership of customer concerns and feedback through resolution
• Manage renewal and program updates for large, complex clients
• Train, develop, and delegate to other team members
• Attend pre-renewal meetings to discuss renewal exposures and strategy

Required qualifications

• At least 10+ years of insurance marketing / placement / brokering experience
• Expertise in construction and/or oil & gas specialties
• Bachelor’s degree
• Minimum ten (10) years’ experience in a commercial agency in client service and/or marketing
• Valid Property & Casualty License
• Maintain and manage required licensing continuing education requirements
• Proficiency with Microsoft products
• Ability to use Sagitta and ImageRight
• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis

Nice to have

• Advanced insurance designation preferred; AAI or CIC

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• 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 and awards
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm headquartered in New York City with over 4,000 employees nationwide. The company has locations spread across the U.S. and core values include Owner mindset, Inspire trust, Think big, and Drive results.