EPIC Insurance Brokers & Consultants · 23 hours ago
Senior Client Executive (Broker)
New York, NY
Full-time
Hybrid
Senior Level
$190K/yr - $230K/yr
7+ years expEPIC Insurance Brokers & Consultants is a nationally recognized leader in the insurance brokerage industry, seeking a Senior Client Executive to manage commercial insurance programs. The role involves client relationship management, risk assessment, service delivery, and business development to ensure client satisfaction and drive business growth.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Hiring Manager
Amanda Tetzlaff
Responsibilities
Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as the primary liaison, ensuring client satisfaction and long-term relationships
Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Collaborate with specialists to recommend appropriate coverage solutions and negotiate favorable terms with underwriters
Service Delivery: Orchestrate the delivery of high-quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively to maintain satisfaction
Broking & Business Development: Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage. Manage new sales opportunities, cross-selling, and account rounding to drive business growth
Technical Expertise: Prepare proposals, stewardship reports, and RFP responses. Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions
Industry Engagement: Maintain up-to-date knowledge of market trends and develop strong relationships with the underwriting community. Represent the company professionally during client and industry interactions
Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively
Qualification
Required
7–10 years of Property brokerage experience
Extensive Property Broker knowledge
Client facing strength with the ability to develop and manage a book of business
Strong interpersonal skills for building and maintaining relationships
Collaborative mindset and adaptability in team-oriented environments
Proficiency in developing innovative business solutions and professional communication with C-Suite executives
Deep knowledge of marketplace products and ability to simplify insurance concepts for clients
Strong negotiation, organizational, and presentation skills
7–10 years of brokerage experience, college degree in insurance or a related field (preferred) and
P& C License
Expertise in Private Equity and understanding of insurance carriers' risk appetites and industry preferences
Strong negotiation, organizational, and presentation skills
Preferred
Expertise in Private Equity and understanding of insurance carriers' risk appetites and industry preferences
New Jersey/New York P&C license
College degree in insurance or a related field
Strong interpersonal skills for building and maintaining relationships
Proven experience working independently while meeting deadlines and prioritizing multiple projects
Collaborative mindset and adaptability in team-oriented environments
Proficiency in developing innovative business solutions and professional communication with C-Suite executives
Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint)
Self-starter with high attention to details
Benefits
401K matching
Generous Time Off Policy
Flexible Work Options
Medical
Dental
Vision
Pet Insurance
Cancer Insurance
Wellness Programs
Employee Award Programs (Trips!
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
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