PE & M&A Risk Management Client Executive

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

Benefits offered by this job

Generous PTO

Parental leave and family benefits

Referral bonus program

Tuition reimbursement

Medical, dental, vision insurance

Wellness and EAP programs

401(k) with match

Job summary

EPIC Insurance Brokers & Consultants invites a seasoned Client Executive to join our Private Equity/ M&A Risk Management team in NYC or Greenwich, CT, working 2x weekly in our offices. You will drive new business strategies, coordinate internal resources, and support portfolio management across high-profile private equity clients.

The role requires a strong Property & Casualty background, superior communication, and teamwork to deliver best-in-class client service.

Qualifications

• 7+ years of commercial Property & Casualty experience in mid-size brokerage or carrier.
• Knowledge of insurance coverage forms, policy structure, and terminology.
• Strong communication and collaboration skills across teams and clients.

Responsibilities

• Maintain new business pipeline and coordinate proposals across internal teams.
• Serve as main quarterback between producers, clients and service teams during onboarding and quoting.
• Coordinate service teams and ensure smooth account transition and renewal processes.
• Support portfolio management and stewardship reporting for Private Equity clients.

Skills

Client relationship management

Communication skills

Team coordination

Attention to detail

MS Office proficiency

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants invites a seasoned Client Executive to join our Private Equity/ M&A Risk Management team in NYC or Greenwich, CT, working 2x weekly in our offices. You will drive new business strategies, coordinate internal resources, and support portfolio management across high-profile private equity clients.

The role requires a strong Property & Casualty background, superior communication, and teamwork to deliver best-in-class client service.