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 US 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, trackers, and prospect information.
• Coordinate EPIC resources, producers, placement teams, technical assistants, and clients throughout deal strategy, quoting, proposal, and onboarding processes.
• Assign service teams and support account transitions.
• Manage portfolio activities during renewals, including placement coordination, diligence matters, service issues, and overarching account strategies.
• Prepare stewardship reports for private equity firms by collecting data from service teams and coordinating deliverables.
• Service selected private equity firms and collaborate across teams to deliver client solutions.

Requirements

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

Nice to have

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

Culture & Benefits

• Paid time off, paid holidays, and early-close days.
• Paid parental, pregnancy disability, bonding, and donor leave options.
• 401(k) matching, medical, dental, and vision insurance.
• Tuition reimbursement, mentorship, and leadership development programs.
• Employee recognition, referral bonus, employee resource groups, wellness support, and employee assistance programs.
• Collaboration is supported through a 50/50 culture shared by producers and business-service teams.