The Client Executive should be an extension of the producer and try to think like one in terms of servicing accounts – anticipate needs, plan ahead, communicate with client, underwriters, and account team, and delegate as needed.

Mission: To retain 100% of accounts and work with our producer(s) to grow our book of business by delivering world-class service in measurable ways. Build lasting relationships with clients by working efficiently, advising them on risk, and earning their trust.

Services Necessary to Achieve Mission:

Onboard Account- Create Service Timeline

Anticipate Needs, Coverage Questions, o Coordinating, Loss Control, Claims, Marketing & others as necessary

Build Relationships o Double Check Policies, Review for Coverage Recommendations (account round) o Contract Reviews/Negotiations:

It is not “No” its “here is what we can do”

EMR Projections, Audits o Install Zywave/RMC/etc., Introduce all the tools included. (OSHA, Documents)

Traits:

Empathy

Proactive

Resourceful

Dedicated

New Business & Renewal Planning:

Work with Producer and CSA to create plan no less than 90 days out

Negotiate with carriers

Gather Information in the least burdensome manner

Provide compelling narratives

Protect insureds, round out accounts, make recommendations on coverage

Handle Renewals completely for accounts under $10k in revenue in person or by phone without direct involvement by the producer in the

Stewardship meeting – should be tied to SERVICE TIMELINE and include a report detailing:

Claims Review from Claims Team

Reports, Adjuster contact on over $25k, Plan of action on open claims

Insurer Evaluation

Pricing, Coverage, Claim handling

Audit Review

Exposures Estimates against YTD Client Expectations

EPIC Services Performed

Benchmarking

Certs Issued

Marketing Efforts

Number of Calls logged

Optional Insurance Presented

Captive, Alt Risk, Higher Limits

Background and Experience:

Desire to help others, specifically businesses be successful.

Bachelor’s degree strongly preferred

Minimum 5 (5) years commercial insurance experience

Valid Indiana Property & Casualty License

Maintain and Manage required licensing continuing education requirements

Advanced insurance designation preferred, AAI or CIC

Proficiency with Microsoft products

Strong customer service skills with an ability to assess insurance coverage. needs and make recommendations. Thorough understanding of Commercial Lines underwriting, coverage, and risk analysis

Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency

Excellent written and verbal communication skills

Goal oriented and highly self-motivated and resourceful to achieve results

Ability to work independently, as well as in a team environment

WHY JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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