Client Executive - Financial Services & Risk Management

EPIC Insurance Brokers & Consultants; New York (NY); Hybrid; USD 130,000 - 140,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

401(k) matching

Medical insurance

Job summary

EPIC Insurance Brokers & Consultants in NYC seeks a seasoned Client Executive- Financial Services to join our team three days per week in the office. You will work directly with clients and EPIC Financial Services teammates on renewals, proposals, and new business opportunities.

Ideal candidates have 5+ years in commercial P&C within mid-size brokerages, solid MS Office skills, and outstanding communication.

Qualifications

• Minimum 5 years of commercial Property & Casualty experience in mid-size brokerage or carrier.

Responsibilities

• Prepare renewal process, including exposure analysis and quotes.
• Gather, review and organize information for renewal submissions.
• Review renewal quotes for accuracy and coverage.
• Participate in new business development and proposals.
• Conduct insurance consulting assignments for clients.
• Maintain trackers and pipelines for clients and prospects.
• Collaborate with producers and placements teams to deliver service.

Skills

Attention to detail

Team player

Self-starter

Excellent communication

Time management

Multi-tasking

Education

High school diploma

College degree preferred

Tools

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants in NYC seeks a seasoned Client Executive- Financial Services to join our team three days per week in the office. You will work directly with clients and EPIC Financial Services teammates on renewals, proposals, and new business opportunities.

Ideal candidates have 5+ years in commercial P&C within mid-size brokerages, solid MS Office skills, and outstanding communication.