PE & M&A Risk Executive — Client Stewardship

Epic-Insurance-Brokers-; Greenwich (CT); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Employee referral bonus

401(k) matching

Medical, dental, vision insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team from NYC or Greenwich, CT, 2x a week. You will support new business strategies and portfolio management while coordinating cross-functional teams to deliver client solutions.

The role requires 7+ years in commercial Property & Casualty, strong communication, collaboration, and a current Property & Casualty Broker License.

Qualifications

• High school diploma or GED required; college degree preferred.
• Current Property and Casualty Broker License.
• Strong attention to detail and teamwork.
• Ability to manage time and multi-task in a fast-paced environment.
• Familiarity with insurance coverage forms and policy terminology.

Responsibilities

• Maintain new business pipeline.
• Coordinate resources on a new deal, drive strategy sessions with internal teams and the client.
• Assign proper service team in a timely fashion and transition accounts.
• Portfolio management and renewals coordination with placement resources.
• Stewardship reporting to Private Equity firms.
• Collaborate with producers and placement teams to deliver best-in-class service.

Skills

Attention to detail

Team player

Time management

Multi-tasking

Self-starter

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team from NYC or Greenwich, CT, 2x a week. You will support new business strategies and portfolio management while coordinating cross-functional teams to deliver client solutions.

The role requires 7+ years in commercial Property & Casualty, strong communication, collaboration, and a current Property & Casualty Broker License.