Senior Account Manager – M&A Insurance & Risk Advisory

EPIC Brokers • Duluth, GA

15h • 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 system such as Sagitta

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
• 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, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior