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

EPIC Brokers•Greenwich, CT

14d•$150,000 - $175,000•Hybrid

About The Position

This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management. Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn. The candidate must be able to function well in a fast-paced, high standard environment, have intimate knowledge of Property & Casualty coverages, and have familiarity with running a Property & Casualty book of business.

Requirements

High school diploma or G.E.D. equivalent required.
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
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, manufacturing, transportation industries preferred

Responsibilities

Maintain new business pipeline
Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client
Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition.
Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being driven
Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable
Servicing of select Private Equity Firms-where it makes sense to drive strategy.
Maintain 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
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

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