Client Executive, P&C Programs 3rd Avenue South Suite , Birmingham, AL

2720 3rd Avenue South Suite 100, Birmingham, AL 35233

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 inbegrepenest 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 customerরাষ্ট্র, professionalism concert and going the extra mile.

• Act as the primary expert resource and first point of contact for assigned clients.
• Address client inquiries and manage day‑to‑day service needs, delegating tasks as appropriate to support staff.
• Build and maintain strong]- trust‑based relationships with clients through proactive communication and consistent service delivery.

• Collaborate with Producers to define marketing strategies, target eternity, and carrier selection.
• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.
• Negotiate coverage terms, premiums, and commissions with carriers.
• Utilize Power Broker AI to generate quote comparisons and assist in proposal development.
• Present or coordinate the delivery of proposals to clients and prospects.

• Maintain accurate and up‑to‑date client data in the Sagitta Agency Management System.
• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.
• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in Image Right and workflows are followed for both new and renewal business.
• Prepare Broker of Record letters in accordance with established procedures.

• 150 Days Out:
  Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.
• 120 Days Out Civil:
  Submit to early‑accepting carriers; review loss summaries with Producer.
• 90 Days Out:
  Submit to all identified markets and begin follow‑up.
• 60 Days Out:
  Continue follow‑up and provide additional information as needed.
• 30 Days Out:
  Finalize quotes and prepare proposals for delivery.

• Proven experience in client management and insurance program leadership.
• Strong knowledge of insurance coverages, underwriting, and carrier relationships.(surface? no but continue. )
• Excellent communication, negotiation, and organizational skills.
• Proficiency in Sagitta, Image Right, Broker Buddha, and Power Broker AI.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
• Demonstrated ability to lead, train, and mentor abgestementedfrom interplay code.

• Program Specialist - Specialize in a niche area (e.g., Captive Insurance, Auto Dealer Programs, Risk Management) to become the go‑to expert for…