Account Executive

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 OVERVIEW:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

LOCATION: Rancho Cordova, CA, requires 2 days per week in office.

 

WHAT YOU’LL DO:

• Primary expert resource and primary 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 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);
• Works with clients, producers and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives;
• Analyzes financial data and model program alternatives, and advise client of alternatives and the recommended strategy;
• Manages the marketing process and negotiate with carriers and vendors on client’s behalf to provide cost effective solutions for the client;
• Manages the employee communication and open enrollment process for the client;
• 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.

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

• Set priorities and manage workflow for self and support team to ensure all goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;
• Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance;
• Project a professional image in action and appearance.

SUPERVISORY RESPONSIBILITIES:

• Oversee client service team members and work product;
• Interact and lead Account Manager, Assistant Account Manager and/or Administrative Assistant position(s), as appropriate.

 

COMPENSATION: 

The national average salary (change "salary" to "hourly rate" for all non-exempt roles) for this role is $160,000.00 - $180,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be deter