Account Executive, Risk Management

EPIC Brokers•New York, NY

45d•$140,000 - $165,000•Hybrid

About The Position

The Real Foundations Consortium is a specialized insurance and risk management program designed for high-performing real estate firms. The consortium is a network of real estate companies brought together under a centralized risk management structure. It leverages captive insurance to: Enable larger retentions and improved flexibility for carriers. Provide tailored risk management approaches for members. Deliver optimized pricing, coverage, and terms, fostering predictable profitability for insurers and members.

Requirements

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).

Nice To Haves

Professional designations such as CPCU or ARM are considered favorably.

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.

Benefits

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, 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