EPIC Insurance Brokers & Consultants · 22 hours ago
Account Executive - NY Global Risk Management
New York, NY
Full-time
Onsite
Senior Level
$160K/yr - $180K/yr
5+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking an Account Executive to serve as a strategic partner to clients. In this role, you will manage all aspects of commercial insurance programs, ensuring client satisfaction and developing tailored risk management strategies.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
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
Required
+ 5-7 years of brokerage experience
college degree in insurance or a related field (preferred)
New Jersey/New York 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
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.
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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