Client Executive/Team Lead, P&C Programs

Overview:

The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients. This division focuses on providing comprehensive program management, risk assessment, and customized coverage options. Our team of experienced professionals works closely with clients to understand their specific requirements and develop innovative strategies to mitigate risks and enhance their insurance portfolios. By leveraging our deep industry knowledge and strong relationships with leading insurers, the ESPI Programs Division ensures that clients receive the highest level of service and the most effective insurance solutions available.

As a Client Manager and team member, your primary mission will be to provide conscientious support to the clients and sales teams. Your strong professional verbal and written communication skills, coupled with your customer service oriented personality, will give you the tools necessary to lend support to your coworkers. Your pro-active nature, attention to detail and quality, and proven organizational skills, will provide the basis needed to initiate and work multiple priorities in a fast paced environment.  A thorough understanding of MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, manage projects, process documents and files, and assist with general office activities to ensure a smooth operation. You are committed to excellent customer service, professionalism, and going the extra mile.

Location:  This role requires a hybrid work schedule out of our Rancho Cordova, CA or Birmingham, AL office, 3 days a week in office.

 

SUMMARY:  EPIC has an exciting career opportunity for a Client Executive/Team Lead

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.

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 an on-going basis. Routine questions are delegated.
• For new and renewal business, analyzes relevant client (e.g., census/experience data, contractual requirements for insurance), data 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; works with Producer to negotiate premium and commission rates on behalf of clients for best alternatives;
• 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;

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 relationship with client and becomes first point of contact for all future client service needs;
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
• Assist Marketing with input and maintenance of Agency Management System(s)
• Collect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate parties)
• Advanced knowledge of carrier web-sites for application detail input
• Analyze policies, coverages and clients’ operations to market data to prepare insurance renewal options, advise on best alternatives;
• Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage;
• Prepares presentations for clients
• Interact with other teams and assist when needed
• Work effectively to resolve problems or enhance service in a timely manner<