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

EPIC Brokers; New York (NY); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Generous Paid Time off

Paid parental leave

Pregnancy disability and bonding leave

Organ donor/bone marrow donor leave

Employee referral bonus program

Pet Insurance

Identity Theft & Fraud Protection

Legal Planning

Family Planning

Menopause & Midlife Support

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness & employee assistance

Job summary

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive for Private Equity/M&A Risk Management to join our team, working from NYC or Greenwich, CT, 2 days a week. You will coordinate across EPIC Financial Services, support new business and portfolio management, and provide seamless, high-level service to private equity clients.

The role requires deep Property & Casualty knowledge, multi-team coordination, and strong communication.

Qualifications

• High school diploma or G.E.D. equivalent required. College degree preferred.
• A minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier.
• Prior experience working with financial services, manufacturing, transportation industries 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

Responsibilities

• Maintain new business pipeline
• Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client
• Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition
• Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being driven
• Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable
• Servicing of select Private Equity Firms-where it makes sense to drive strategy.
• Maintain 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

Skills

Communication skills

Attention to detail

Microsoft Office

Self-starter

Time management

Team player

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office Suite

Job description

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients’ regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you’re looking for in your next career? Then consider joining our amazing team!

Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more.

Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives.

We’re comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience.

We are looking for a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team working out our NYC or Greenwich, CT office 2x a week.

SUMMARY:

This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management.Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. 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, have intimate knowledge of Property & Casualty coverages, have familiarity with running a Property & Casualty book of business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Maintain new business pipeline
• Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client
• Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition.
• Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being driven
• Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable
• Servicing of select Private Equity Firms-where it makes sense to drive strategy.
• Maintain 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:

• High school diploma or G.E.D. equivalent required. College degree preferred
• A minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier
• Prior experience working with financial services, manufacturing, transportation industries 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

The national average salary for this role is $150,000 to $175,000 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:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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”

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

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.