Account Executive - Global Risk Management

EPIC Brokers•New York, NY

48d•$140,000 - $180,000•Hybrid

About The Position

As an Account Executive on the Global Risk Management team, you will serve as a strategic partner to clients, managing all aspects of their large, complex commercial insurance programs by balancing the quality of service and speed of response.

Requirements

5+ years' experience working for an insurance brokerage. Must also have experience doing marketing/placement and being both client and carrier-facing.
Candidates eager to learn, ask questions, and stay up to date on the latest insurance and risk-related topics necessary to best serve their clients.
Candidates with a strong sense of urgency, who can pivot and adapt to changing priorities as needed, while still maintaining high attention to detail and quality of work.
The ideal candidate will be a strong communicator (both verbal and written) and comfortable working directly with clients to problem-solve and provide consultative services.
Marketing / Placement experience for both property & casualty
Client facing ability whether in-person or virtually
5+ years of brokerage experience and current 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.
Strong negotiation, organizational, and presentation skills.
Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint).

Nice To Haves

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.

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.

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, 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