Client Executive, Private Equity/M&A- Risk Management

About the role

This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management. Responsibilities include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive, and an eagerness to learn.

The candidate must be able to function well in a fast-paced, high-standard environment, have intimate knowledge of Property & Casualty coverages, and have familiarity with running a Property & Casualty book of business. The position is based in our NYC or Greenwich, CT office with an in-office requirement of 2 days per week.

Responsibilities

• Maintain new business pipeline
• Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers, and the client; act as the main point of contact between all parties during new business, quoting, and onboarding processes; coordinate proposal/deliverable to the client
• Assign proper service team in a timely fashion; support the service team in getting up to speed on the account and transition
• Portfolio Management – Work with service teams during renewal (ensure coordination with placement resources); handle diligence-related matters; address service-related issues requiring guidance; request required information to start the new business process from prospects
• Ensure overarching strategies are being driven
• Stewardship Reporting to Private Equity Firms – Work with individual service teams to collect necessary data and coordinate deliverables
• Service select Private Equity Firms where it makes sense to drive strategy
• Maintain trackers and pipelines for clients and/or prospects
• Work collaboratively with producers, placement teams, and technical assistants to deliver best-in-class service to clients

Requirements

• High school diploma or G.E.D. equivalent required; college degree preferred
• A minimum of 7 years of commercial Property & Casualty (General Liability, Automobile, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier
• Prior experience working with financial services, manufacturing, or transportation industries preferred
• Knowledge of insurance coverage forms, policy structure, and terminology
• Must have working knowledge of a variety of Microsoft Office computer software applications, including word processing, spreadsheets, database, and presentation software
• Strong attention to detail
• Works well with a team
• Self-starter who takes initiative
• Demonstrated time management skills, ability to multi-task, and prioritize work
• Able to work in a fast-paced environment
• Excellent communication skills

Qualifications

• Current Property and Casualty Broker License

Pay

The national average salary for this role is $150,000 to $175,000 in base pay, 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.

Benefits

• Generous Paid Time Off (PTO): 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 and 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards and programs (including 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, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.