Client Executive, Private Equity/M&A- Risk Management

The role

This person will work with clients directly and with EPIC Financial Services team members on new business strategies and portfolio management. They will support producers in new business endeavors and coordinate team members to deliver proposals.

What you will do

• Maintain new business pipeline
• Coordinate internal EPIC resources on a new deal
• Drive strategy sessions with internal teams, producers and the client
• Coordinate proposal and deliverable to the client
• Assign proper service team in a timely fashion
• Support the service team in account transition
• Work with service teams during the renewal
• Request required information to start the new business process
• Perform Stewardship Reporting to Private Equity Firms
• Maintain trackers and pipelines for clients and/or prospects

Required qualifications

• High school diploma or G.E.D. equivalent
• A minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier
• Knowledge of insurance coverage forms, policy structure, and terminology
• Working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Strong attention to detail
• Works well with a team
• Self-starter and takes initiative
• Demonstrated time management skills, ability to multi-task, and prioritize work
• Able to work in a fast-paced environment
• Excellent communication skills
• Current Property and Casualty Broker License

Nice to have

• College degree
• Prior experience working with financial services, manufacturing, transportation industries

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Employee Resource Groups
• Mentorship Program

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry with over 3,000 employees nationwide. Headquartered in San Francisco, the company has locations spread across the U.S.