Surety Client Executive

EPIC Insurance Brokers is looking for an experienced Surety Account Executive.  This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices.

Position Summary: The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams.

Key Responsibilities:

• Client Relationship Management:
• Serve as the primary contact for clients regarding surety needs.
• Build and maintain strong, trust-based relationships with clients.
• Advise clients on complex surety matters and bonding strategies.
• Surety Program Development:
• Understand clients’ business operations and financials to tailor bonding solutions.
• Analyze financial statements, credit reports, and project histories to assess bonding capacity.
• Coordinate market selection and negotiate terms with surety carriers.
• Marketing & Business Development:
• Assist producers in soliciting new surety business.
• Develop leads through industry networking, internal referrals, and market research.
• Participate in formal presentations to client decision-makers.
• Carrier Relations:
• Maintain effective relationships with surety carriers.
• Stay informed on industry trends, regulations, and available products.
• Ensure compliance with underwriting standards and carrier expectations.
• Internal Collaboration:
• Work closely with producers, client executives, and support staff.
• Mentor junior team members and contribute to a collaborative work environment.
• Coordinate servicing efforts to ensure high-quality client support.

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, or related field, preferred.
• Minimum of 5 years of experience in the surety or insurance industry.
• Strong understanding of surety products, underwriting principles, and financial analysis.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in Microsoft Office Suite; experience with Tinubu preferred.
• Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus.

Competencies:

• Client-focused with a commitment to delivering exceptional service.
• Critical thinking and analytical skills.
• Professionalism and reliability.
• Ability to manage multiple priorities and meet deadlines.
• Strong interpersonal and negotiation skills.

This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment..

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
• For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf).
• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
• Conducts marketing and new business development for employee’s book of business.
• Delegates office administrative work to appropriate staff and oversees tasks.
Business Growth
• Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business;
• May have a production goal. Production goals are subject to periodic adjustment by the Company.
Service
• Establishes and maintains primary, on-going business re