Private Equity & M&A Client Executive — Risk & Portfolio

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

Benefits offered by this job

Generous PTO

Paid parental leave

$1,500 referral bonus

401(k) matching

Medical, Dental, Vision

Wellness programs

Employee assistance programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive for Private Equity/M&A Risk Management to join our NYC or Greenwich, CT teams 2x per week. You will support producers in new business efforts, coordinate cross-functional teams, and drive portfolio management for high-value clients.

The role requires 7+ years P&C experience, broker license, and strong MS Office skills. This is a fast-paced, team-oriented position with growth opportunities in a nationwide firm.

Qualifications

• Minimum 7 years of commercial Property & Casualty experience in a mid-size brokerage or carrier.
• Knowledge of insurance coverage forms, policy structure and terminology.
• Strong attention to detail and ability to multi-task in a fast-paced environment.

Responsibilities

• Maintain new business pipeline and coordinate with internal EPIC resources on new deals.
• Lead the quarterback role during new business/quoting/onboarding processes.
• Ensure proper service team assignment and provide transition support.

Skills

Property & Casualty

7+ years experience

Financial services experience

Microsoft Office

Attention to detail

Team player

Self-starter

Time management

Fast-paced environment

Education

Property & Casualty Broker License

High school diploma or GED

College degree preferred

Tools

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive for Private Equity/M&A Risk Management to join our NYC or Greenwich, CT teams 2x per week. You will support producers in new business efforts, coordinate cross-functional teams, and drive portfolio management for high-value clients.

The role requires 7+ years P&C experience, broker license, and strong MS Office skills. This is a fast-paced, team-oriented position with growth opportunities in a nationwide firm.