Casualty Broker - Vice President

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 

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!

JOB OVERVIEW:

As the VP in our Casualty Brokerage division, you will play a pivotal role in leading client engagement efforts, overseeing strategic initiatives, and ensuring the delivery of exceptional service to our clients. This position is responsible for managing client relationships, developing innovative risk management solutions, and fostering the growth of the casualty group.

LOCATION: San Francisco

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

 • Serve as the primary relationship manager for high-value clients, ensuring their casualty insurance needs are met with precision.
• Work closely with Senior Brokers and Global Client Executives to service clients, including the following tasks:
- Create and submit renewal specifications to the marketplace
- Negotiate policy terms, conditions, and premiums
- Present marketing results to clients
- Review quotes, binders, policies, and endorsements for accuracy and transmit to clients
• Coordinate international placements/services with our global broker network
• Drive business development efforts to expand the casualty brokerage portfolio and meet revenue targets.
• Keep clients abreast of marketplace developments and innovations
• Implement and maintain a quality service plan in all areas of client deliverables
• Support and grow ongoing client relationships
• Oversee the creation of certificates of insurance and auto-identification cards
• Request invoices, ensure timely payment and remittance
• Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
• Assist with special projects and client requests
• Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
• Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations
• Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics)
• Service clients’ daily account needs
• Perform other such duties as may be assigned by the company at its discretion from time to time

WHAT YOU’LL BRING:
• Comprehensive understanding of casualty and international coverages
• Strong organizational skills and close attention to detail
• Ability to problem-solve and maintain a sense of urgency when addressing clients needs
• Results-oriented with a substantial client service focus
• Effective written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments
• Ability to work independently and consistently meet deadlines
• Incidental travel required
• Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
• Desire to work in a collaborative, team-oriented environment
• Strong negotiation and presentation skills
Credentials and Experience
• Minimum of 5-7 years of client service experience within the insurance industry
• Experience working with an agency management system such as Applied EPIC is a plus
• Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
• Holds appropriate Broker’s License(s)
• Additional related designations will be viewed positively

Preferred Credentials and Experience:

• Bachelor’s Degree

COMPENSATION: 

The national average salary for this role is $130,000.00 - $160,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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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