PE/M&A Client Executive — Risk & Portfolio Strategy

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

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.