EPIC Insurance Brokers & Consultants · 2 weeks ago
Account Executive, Risk Management
New York, NY
Full-time
Hybrid
Senior Level
$140K/yr - $165K/yr
5+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a dedicated Account Executive for their Risk Management team. This role involves managing, retaining, and expanding a portfolio of real estate clients while ensuring exceptional client service and operational workflows.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Lead all aspects of client service management, including retention strategies and delivery of EPIC resources
Serve as the strategic lead for accounts, coordinating cross-functional teams (loss control, claims) for seamless service delivery
Establish and maintain strong relationships with clients and internal stakeholders
Proactively address client issues to ensure a consistently high level of service
Build and support coverage comparison tools and reporting dashboards
Perform coverage analysis, contract reviews, and provide tailored insurance program recommendations
Supervise administrative functions delegated to Account Managers and Assistants
Maintain reliable data pipelines for invoicing, renewals, certificates, and stewardship reporting
Drive organic growth through cross-selling and account rounding initiatives
Participate in client meetings and lead presentations as needed
Qualification
Required
Minimum 5 years' client service experience within the insurance industry
Comprehensive knowledge of Property & Casualty insurance lines
Ability to manage multiple projects across offices and meet deadlines independently
Strong communication and relationship-building skills
Proficiency in Microsoft Office Suite
Bachelor's degree required
Valid Property & Casualty Broker's License(s)
Preferred
Professional designations such as CPCU or ARM are considered favorably
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.
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, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
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