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EPIC Insurance Brokers & Consultants · 3 days ago

Account Executive - Global Risk Management

New York, NY

Full-time

Hybrid

Senior Level

$140K/yr - $180K/yr

5+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Account Executive on the Global Risk Management team will manage large, complex commercial insurance programs and serve as a strategic partner to clients, ensuring high-quality service and client satisfaction.

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 a liaison, ensuring client satisfaction and long-term relationships

Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Recommend appropriate coverage solutions and negotiate favorable terms with underwriters collaborating with specialists where necessary

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. Support 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

5+ years brokerage experienceMarketing / Placement experienceClient facing abilityP&C licenseDeep knowledge of marketplace productsAdvanced computer proficiencyNegotiation skillsAnalytical skillsInterpersonal skillsProblem-solving skillsPresentation skillsCollaborative mindset

Required

5+ years' experience working for an insurance brokerage. Must also have experience doing marketing/placement and being both client and carrier-facing

Candidates eager to learn, ask questions, and stay up to date on the latest insurance and risk-related topics necessary to best serve their clients

Candidates with a strong sense of urgency, who can pivot and adapt to changing priorities as needed, while still maintaining high attention to detail and quality of work

The ideal candidate will be a strong communicator (both verbal and written) and comfortable working directly with clients to problem-solve and provide consultative services

Marketing / Placement experience for both property & casualty

Client facing ability whether in-person or virtually

5+ years of brokerage experience and current P&C license

Self-starter with high attention to details

Strong interpersonal skills for building and maintaining relationships

Deep knowledge of marketplace products and ability to simplify insurance concepts for clients

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

Strong negotiation, organizational, and presentation skills

Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint)

Preferred

Experience in Private Equity and understanding of insurance carriers' risk appetites and industry preferred

Benefits

Generous Paid Time off

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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

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.

Founded in 2007

San Francisco, California, USA

1001-5000 employees