Global Client Executive, Healthcare Practice- Risk Management

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 New York City and founded in 2007, our company has over 4,000 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! LOCATION: This role will be located out of our San Francisco office, 3x a week with a hybrid work schedule. JOB OVERVIEW: The Global Client Executive (GCE) is the senior client relationship owner for large, complex, and strategic EPIC clients. The role is responsible for all phases of client relationship management, retention, and expansion, ensuring delivery of the full EPIC platform in alignment with each client’s business objectives. Healthcare experience a plus. 5-7 years brokerage experience required. A GCE is an experienced insurance professional who provides consultative advice, orchestrates multidisciplinary service teams, and is fully accountable for client satisfaction, retention, and revenue growth. Core Responsibilities: Healthcare Client Relationship Leadership • Serve as the primary senior point of contact and relationship owner for large and complex clients • Develop deep understanding of each client’s business, strategy, goals, and risk profile • Maintain high client satisfaction, loyalty, and long-term retention • Lead client stewardship strategy and oversee delivery of stewardship reports Risk Advisory & Strategy • Identify, analyze, and quantify client exposures • Design comprehensive risk management strategies aligned to client objectives • Review client loss experience and exposures relative to coverage structure • Collaborate with product line specialists to determine optimal program design Placement & Broking Oversight • Develop broking strategies responsive to client needs and market conditions • Communicate placement strategies to clients and obtain approval • Oversee execution of broking plans across all applicable lines of coverage Team Orchestration & Service Delivery • Orchestrate internal service teams across EPIC practices to ensure consistent, high quality delivery • Promote effective collaboration, performance, and accountability within the client team • Ensure service standards and timelines are consistently met Growth & Revenue Responsibilities • Meet or exceed revenue retention and expansion targets • Lead cross selling and integrated platform delivery across all EPIC capabilities • Manage fee strategies and oversee expansion of client relationships • Participate in Broker Business Planning and Client Management processes • Track and manage opportunities through Salesforce in line with growth objectives Platform & Practice Integration • Leverage EPIC’s full platform, including (but not limited to): o Property & Casualty, (including Professional Liability, Medical Malpractice, Captive Reinsurance) o Executive Risk & Cyber o Aviation & Marine o Surety o Environmental o Benefits o Risk Consulting Services (Claims, Loss Control, Analytics) • Deploy specialty and consulting resources to address complex client needs Operational & Administrative Accountability • Maintain accurate client records and reporting through Salesforce and internal systems • Oversee contract administration, invoicing coordination, and proposal develo…