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

Location: Hybrid work from the NYC or Greenwich, CT office two days per week

Salary: $150,000–$175,000 annual base pay, excluding bonuses and benefits.

Company

EPIC Insurance Brokers & Consultants is a growing U.S. insurance brokerage founded in 2007, with more than 3,000 employees and over 60 offices nationwide. Vanbridge, an EPIC company, provides insurance, alternative capital, and innovative structuring solutions for complex client needs.

What you will do

• Maintain new business pipelines, client trackers, and prospect pipelines.
• Coordinate producers, placement teams, technical assistants, and other internal resources throughout new business, quoting, and onboarding.
• Lead strategy sessions and act as the main coordinator between clients and internal stakeholders.
• Coordinate proposals and client deliverables, assign service teams, and support account transitions.
• Manage portfolio and renewal activities, including diligence matters, service issues, and placement coordination.
• Prepare stewardship reports for private equity firms and provide strategic servicing for selected accounts.

Requirements

• At least 7 years of commercial Property & Casualty experience in a mid-size brokerage or carrier.
• Experience with General Liability, Automobile, Workers’ Compensation, Umbrella, and Property coverage.
• Current Property and Casualty Broker License.
• Knowledge of insurance coverage forms, policy structures, and terminology.
• High school diploma or GED required; college degree preferred.
• Strong communication, attention to detail, teamwork, time management, multitasking, and prioritization skills, with working knowledge of Microsoft Office.

Nice to have

• Experience working with financial services, manufacturing, or transportation industries.
• College degree.

Culture & Benefits

• Managed PTO for salaried employees, paid holidays, early-close days, and paid parental and family-related leave options.
• 401(k) matching, medical, dental, and vision insurance, wellness programs, and employee assistance programs.
• Tuition reimbursement, mentorship, and leadership development programs.
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• Employee resource groups, recognition programs, referral bonuses, and charitable initiatives.
• A collaborative 50/50 work culture connecting producers and service teams.