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EPIC Insurance Brokers & Consultants · 1 day ago

SVP - Casualty Risk Management Broker

New York, NY

Full-time

Hybrid

Lead/Staff

$210K/yr - $240K/yr

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Senior Casualty Risk Management Broker. This role focuses on client relations, service delivery, and mentoring less experienced colleagues while managing complex commercial client accounts.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Amanda Tetzlaff

Responsibilities

Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources

Work closely with the Casualty account team members and the Global Client Executive 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

Develop productive business relationships with key insurance underwriters

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

Work with Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations

Understand and proactively deploy Risk Consulting Services (Claims, Loss Control & Analytics) and other EPIC resources

Seek out cross-selling opportunities

Service clients’ daily account needs

Contribute to the growth and development of the National Risk Management Casualty Practice

Mentor and manage colleagues on an account team basis, with the potential to evolve into a leadership role

Perform other such duties as may be assigned by the company at its discretion from time to time

Qualification

Casualty risk placementClient relationship managementAnalytical skillsTeam leadershipNegotiation skillsCommunication skillsOrganizational skillsProblem-solving skillsPresentation skills

Required

Expertise in placement of all casualty risk for large, complex commercial client accounts

Experience managing relationships with both clients and carrier partners

Comprehensive and technical understanding of casualty and international coverages

Superior organizational skills and close attention to detail

Strong problem-solving skills and a sense of urgency

Results-oriented with a substantial client service focus

Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments

Strong quantitative and analytical skills

Ability to work independently and consistently meet deadlines

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

Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved

Strong negotiation and presentation skills

Preferred

Experience leading and/or managing a team of direct reports

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, 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