Client Executive, Financial Services, P&C Lines

Edgewoodpartnersinsurancecenter; New York (NY); Hybrid; USD 130,000 - 155,000; Full time

Benefits offered by this job

Generous Paid Time Off

Tuition Reimbursement Program

Pet Insurance

Job summary

Edgewood Partners Insurance Center in New York is seeking a Client Executive to work directly with clients and lead financial services team collaboration. This role involves managing renewals, proposals, and ensuring client satisfaction in a fast-paced environment.

Applicants should have at least 5 years of Property and Casualty experience and a proven ability to work effectively in teams. The role offers a hybrid work arrangement and comprehensive benefits including generous PTO and employee development programs.

Qualifications

• Minimum of 5 years of commercial Property & Casualty experience in mid-size brokerage or carrier.
• Prior experience with financial services, real estate, and/or natural resources preferred.
• Current Property and Casualty Broker License is required.

Responsibilities

• Prepare client’s renewal process including exposure analysis and strategy sessions.
• Gather and review required information for renewal submissions.
• Maintain trackers and pipelines for clients and prospects.

Skills

Attention to detail

Strong communication skills

Team collaboration

Time management

Self-starter initiative

Education

College degree preferred

Tools

Microsoft Office

Job description

LOCATION: New York, NY, Hybrid

JOB OVERVIEW

This Client Executive role will be working with clients directly and with EPIC Financial Services team members across client service and new business functions. Responsibilities will include supporting renewal and consulting processes, building proposals, meeting day-to-day client needs, and assisting on projects critical to existing client or new business opportunities. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn. The candidate must be able to function well in a fast‑paced, high standard environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare the client’s renewal process, including exposure analysis (e.g., reviews census/experience data, contractual requirements for insurance), strategy sessions with internal teams, producers and the client, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies
• Request required information to start the renewal process from both the customer and carrier
• Gather, review and organize information to complete renewal submissions based on client’s unique business needs
• Review renewal quotes for accuracy and ensure customer’s exposures are adequately covered
• Participate in new business development and proposals with producer as needed
• Conduct insurance consulting assignments on behalf of clients
• Maintain trackers and pipelines for clients and/or prospects
• Maintain sales support systems, trackers and pipelines for clients and/or prospects
• Work collaboratively with producers, placements teams and technical assistants to deliver best‑in‑class service to clients

QUALIFICATIONS

• College degree preferred
• A minimum of 5 years of commercial Property & Casualty (General Liability, Automobile, Workers’ Compensation, Umbrella, Property) experience in mid‑size brokerage or carrier
• Prior experience working with financial services, real estate, and/or natural resources/infrastructure preferred
• Knowledge of insurance coverage forms, policy structure, and terminology
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Strong attention to detail
• Works well with a team
• Self‑starter and takes initiative
• Demonstrated time management skills, ability to multi‑task, and prioritize work
• Able to work in a fast‑paced environment
• Excellent communication skills

CERTIFICATES, LICENSES, REGISTRATIONS

• Current Property and Casualty Broker License

COMPENSATION

The national average salary for this role is $130,000.00 - $155,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC

• 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
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.