Description
SUMMARY: The Client Executive / Director of Property & Casualty Operations, Texas Territory position offers a unique opportunity for a career-minded individual to make a significant impact within our organization. This role combines client relationship management with operational oversight, fostering a challenging and rewarding environment for professional and financial growth. The position involves mentoring the client service teams, proactively identifying and meeting client needs, and ensuring the retention and growth of a defined book of business. Additionally, the role includes driving alignment and consistency of Territory-level client service operations through partnership with the Territory Leader, Regional Operations Leader and leadership of service teams.
LOCATION: This role requires a hybrid work schedule out of our Dallas, Austin or Houston office, 3 days a week in office.
QUALIFICATIONS: 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 & RESPONSIBILITIES:
• Assist Producers in all aspects of client servicing and developing new and renewal business.
• Ensure the Texas P&C EPIC Service Team understands overall client needs, service delivery methods, and performance requirements to exceed client expectations.
• Identify and coordinate appropriate EPIC resources to support clients in implementing strategies, including client-specific renewal strategies.
• Work collaboratively with Producers, Risk Control Consultants, Claims Manager, and Support Personnel for the development and delivery of risk summaries, stewardship reports, and loss analysis.
• Provide oversight of the timely and accurate completion of mid-term endorsements, certificates, invoices, audits, etc.
• Guide the review of client exposure and identify recommendations for program coverages.
• Partner with colleagues regarding mentorship, training, and development.
• Travel as needed to meet with clients and assist in the production of new accounts.
• Assist in operational aspects of budget preparation and monthly reconciliation.
• Oversee the A/R and A/P process and track issues in partnership with leadership, escalating as needed.
• Manage the compensation process for client service colleagues.
• Confirm client service platform alignment with EPIC service standards and reduce E&O exposure.
• Identify colleagues with subject matter expertise and leadership potential to build succession plans.
• Lead recruiting efforts and ensure consistency in onboarding and training for new colleagues.
• Lead alignment and delivery against all EPIC initiatives for the Territory.
• Manage the staff's workload, annual goals, and ensure the team remains within expense parameters.
• Foster innovative thinking and encourage team members to put forth and participate in new ideas to improve the team and the company.
• Communicate with team members through regular meetings on company updates, team performance, and other relevant data.
• Inspire team members to provide a high level of service to clients by building personalized relationships and understanding clients' business and industry.
• Develop team members' knowledge of insurance carrier products, market trends, and solutions for clients.
REQUIREMENTS:
• Bachelor's degree preferred.
• 7 – 10 years of commercial property and casualty insurance experience in a client-facing role.
• At least ten years of appropriate insurance experience, coupled with project, operations, account team management, and senior leadership experience.
• Property and Casualty Broker License and ability to successfully maintain required licensing through required Continuing Education.
• Valid Driver License.
• Strong proficiency in MS Office programs such as Excel, PowerPoint, and Outlook.
• Evidence of ability to become proficient in internal EPIC software tools and systems. Proficiency in Sagitta and ImageRight is preferred.
• Insurance industry designations preferred (CIC, CPCU, CRM, etc.).
KEY COMPETENCIES:
• Strong leadership skills within the Property and Casualty servicing function, with experience in delegation, coaching, and mentoring of colleagues.
• Excellent negotiation skills and in-depth working knowledge of the insurance business within assigned clients' industries.
• Excellent verbal and written communication skills.
• Client service focused with a high degree of professionalism.
• Detail-oriented with the technical ability to identify, create, and present data.
• Strong understanding of professional and industry standards and practices.
• Ability to handle highly sensitive and confidential information.
• Enthusiasm and zest for continual learning.
• Strong ability to multi-task and assign priority.
• Ability to work effectively and efficiently both with and without direct supervision.
• Ability to work effectively and efficiently in a team environment as well as independently.
• Strong interpersonal communication skills, both written and oral.
• Ability to manage a book of business and advocate for clients' interests.
• Ability to inspire team members to provide high levels of service to clients.
PHYSICAL DEMANDS:
While performing the duties of this job, the employee is regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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!
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:
- Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women's Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
- We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
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