Senior Account Manager – M&A Insurance & Risk Advisory

EPIC Brokers•Duluth, GA

1d•Hybrid

About The Position

The Senior Account Manager – M&A Insurance & Risk Advisory is responsible for managing complex commercial insurance programs while supporting merger and acquisition (M&A) transactions through insurance due diligence, structuring, and post-close implementation. This role serves as a trusted advisor to clients, producers, and transaction teams by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

Requirements

Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Adaptability and resilience in managing shifting priorities
A collaborative mindset to work with teams across EPIC
Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps and ongoing coverage consultation
Receptive to feedback; critical thinking and problem-solving skills; high adaptability
Ability to work well under pressure with attention to details
Bachelor’s degree with a minimum of 5+ years of client service or High School degree with a minimum of 7 years of client service
Strong verbal and written communication skills and analytical abilities
Property and Casualty Insurance License
Proficiency in Microsoft Office

Nice To Haves

Insurance Designation(s) preferred
Experience with an agency management systems such as Sagitta, ImageRight, etc.

Responsibilities

Serve as primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements
Build and maintain long-term client relationships through proactive communication and strategic advisory
Analyze client exposures and identify coverage gaps; recommend tailored insurance solutions
Manage complex service issues, including claims advocacy and coverage disputes
Provide ongoing updates on market trends, regulatory changes, and emerging risks
Lead insurance diligence for M&A transactions by collecting and reviewing policies, loss runs, and exposure data
Analyze insurance programs to identify risks, gaps, and transaction-related liabilities
Prepare summaries and recommendations for internal stakeholders and deal teams
Align insurance findings with transaction structures and legal considerations
Coordinate insurance workstreams during buy-side and sell-side transactions
Support placement, restructuring, or endorsement of insurance programs post-close
Implement policy changes, including: Adding/removing entities, Adjusting limits, exposures, and locations, Coordinating tail or run-off coverage
Lead renewal strategy through exposure analysis, claims review, and market comparison
Negotiate with carriers to secure optimal pricing, terms, and coverage
Prepare renewal submissions and presentations to carriers and clients
Support new business efforts through proposals and participation in sales presentations
Ensure continuity of coverage across pre- and post-acquisition entities
Act as liaison between clients, producers, underwriters, legal counsel, and transaction advisors
Partner with internal teams (claims, placement, analytics) to deliver integrated solutions
Develop strong relationships with carriers, brokers, and external partners
Maintain organized documentation for client accounts and M&A transactions
Track deliverables and ensure alignment with renewal cycles and deal timelines
Document all activity in agency management systems
Contribute to process improvement, including development of diligence frameworks and best practices

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
Paid parental leave
Pregnancy disability and bonding leave
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
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs