Senior Account Manager M&A Advisory (Insurance)

Location: Hybrid role based at 2405 Satellite Boulevard Suite 200, Duluth, Georgia, United States

Company

EPIC Insurance Brokers & Consultants is a rapidly growing property and casualty insurance brokerage and consulting firm founded in 2007, with more than 3,000 employees and over 60 offices across the United States.

What you will do

• Lead insurance due diligence for buy-side mergers and acquisitions, reviewing policies, claims history, loss runs, and exposure data.
• Analyze insurance programs to identify coverage gaps, contingent liabilities, transaction-related exposures, and risk areas.
• Implement post-close insurance strategies, including entity changes, coverage restructuring, endorsements, and tail or run-off coverage.
• Advise clients on complex commercial insurance programs, renewal strategies, carrier negotiations, and risk management.
• Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to align insurance solutions with deal objectives.
• Act as the primary client contact for guidance on risk management, coverage structure, and compliance requirements.

Requirements

• Bachelor’s degree and at least 5 years of client service experience, or a high school degree and at least 7 years of client service experience.
• Technical knowledge of insurance coverage forms, including the ability to analyze coverage and identify gaps.
• Property and Casualty Insurance License.
• Strong organization, prioritization, communication, analytical, critical-thinking, and problem-solving skills.
• Ability to manage multiple competing priorities and work effectively under pressure in a fast-paced environment.
• Proficiency in Microsoft Office; experience with agency management systems such as Sagitta or ImageRight.

Nice to have

• Insurance designation(s).

Culture & Benefits

• Collaborative 50/50 culture supporting cooperation between producers and business service teams.
• Paid time off, company holidays, early-close days, and paid parental and other leave programs.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Mentorship, tuition reimbursement, leadership development, employee resource groups, and recognition programs.
• Additional benefits include pet insurance, identity theft and fraud protection, legal planning, and family planning support.