Client Executive- Financial Services, Risk Management

Location: New York, NY; hybrid schedule with work from the NYC office three times a week

Salary: $130,000–$140,000 annual base pay, exclusive of bonuses and benefits.

Company

EPIC Insurance Brokers & Consultants is a US insurance brokerage founded in 2007, with more than 3,000 employees and over 60 offices nationwide.

What you will do

• Manage client renewal processes, including exposure analysis, strategy sessions, quote evaluation, proposals, and policy review.
• Request, gather, organize, and assess information from clients and carriers to prepare renewal submissions.
• Review renewal quotes for accuracy and confirm that client exposures are adequately covered.
• Participate in new business development and proposal preparation with producers.
• Conduct insurance consulting assignments and maintain client and prospect trackers and pipelines.
• Collaborate with producers, placement teams, technical assistants, and other financial services team members to deliver client service.

Requirements

• At least 5 years of commercial Property & Casualty insurance experience in a mid-sized brokerage or carrier.
• Experience with General Liability, Automobile, Workers’ Compensation, Umbrella, and Property insurance.
• Knowledge of insurance coverage forms, policy structures, and terminology.
• Current Property and Casualty Broker License.
• High school diploma or G.E.D. equivalent; a college degree is preferred.
• Strong communication, attention to detail, teamwork, time management, multitasking, prioritization, and initiative.

Nice to have

• Experience working with financial services, real estate, and/or natural resources and infrastructure.
• College degree.

Culture & Benefits

• Paid time off, company-observed holidays, and paid parental, pregnancy disability, bonding, and donor leave.
• Medical, dental, vision, wellness, employee assistance, and 401(k) matching benefits.
• Tuition reimbursement, mentorship, and leadership development programs.
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• Collaborative 50/50 work culture, employee resource groups, recognition programs, and charitable initiatives.