Senior Account Manager

About the company

EPIC Insurance Brokers & Consultants, headquartered in New York City and founded in 2007, is one of the fastest-growing firms in the insurance industry with over 3,000 employees nationwide. Our local market knowledge and industry expertise support clients' regional and global needs. We foster a culture driven by core values: Owner mindset, Inspire trust, Think big, and Drive results.

About the role

Serve as a strategic advisor supporting mergers and acquisitions by leading insurance due diligence, evaluating transaction-related risks, and ensuring seamless insurance integration throughout the deal lifecycle. The role serves as a trusted advisor to clients, producers, and the transaction team by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

Responsibilities

• Lead insurance due diligence for buy-side M&A transactions, including review of policies, claims history, loss runs, and exposure data
• Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures
• Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement
• Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives
• Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives
• Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements

Requirements

• Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service
• Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Adaptability and resilience in managing shifting priorities
• A collaborative mindset to work with teams across EPIC
• Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation
• Receptive to feedback; critical thinking and problem-solving skills; high adaptability
• Ability to work well under pressure with attention to details
• Strong verbal and written communication skills and analytical abilities
• Property and Casualty Insurance License
• Insurance Designation(s) preferred
• Proficiency in Microsoft Office
• Experience with agency management systems such as Sagitta, ImageRight, etc.

Benefits

• 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, 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. The company is also involved in charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation.