Account Executive - New York Risk Management

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

As a Client Executive, you will serve as a strategic partner to clients, managing all aspects of their commercial insurance programs by balancing the quality of service and speed of response. 

LOCATION: New York, NY

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• 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.

WHAT YOU’LL BRING:

This role requires exceptional communication, analytical, and problem-solving skills, combined with deep expertise in commercial insurance products and risk consulting.

• • 5-7 years of brokerage experience, college degree in insurance or a related field (preferred) and 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.
  • Experience in Private Equity and understanding of insurance carriers' risk appetites and industry preferred.
  • 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).

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• 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. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

The national average salary for this role is $160,000 to $180,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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