Client Executive- Financial Services, Risk Management
About The Position
EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive- Financial Services to join their team in the NYC office. This role involves direct client interaction and collaboration with EPIC Financial Services team members on both client service and new business functions. Key responsibilities include supporting renewal and consulting processes, developing proposals, addressing daily client needs, and assisting with critical projects for existing clients or new business opportunities. The ideal candidate will possess strong attention to detail, excellent communication skills, a team-oriented approach, drive, and a desire to learn, thriving in a fast-paced, high-standard environment.
Requirements
- High school diploma or G.E.D. equivalent required.
- A minimum of 5 years of commercial Property & Casualty (General Liability, Automobile, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier
- Knowledge of insurance coverage forms, policy structure, and terminology
- Must have 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 Haves
- College degree preferred
- Prior experience working with financial services, real estate, and/or natural resources/infrastructure preferred
Responsibilities
- Prepare the client’s renewal process, including exposure analysis (e.g., reviews census/experience data, contractual requirements for insurance), strategy sessions with internal teams, producers and the client, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies
- Request required information to start the renewal process from both the customer and carrier
- Gather, review and organize information to complete renewal submissions based on client's unique business needs
- Review renewal quotes for accuracy and ensure customer's exposures are adequately covered
- Participate in new business development and proposals with producer as needed
- Conduct insurance consulting assignments on behalf of clients
- Maintain trackers and pipelines for clients and/or prospects
- Maintain sales support systems, trackers and pipelines for clients and/or prospects
- Work collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients
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
- 401(k) matching
- medical insurance
- dental insurance
- vision insurance
- wellness & employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
