Senior Account Manager

EPIC Brokers; Duluth (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Generous PTO and personal time off

Parental leave and family leave

Employee referral bonus

Tuition Reimbursement

Health insurance

Retirement plan / 401(k) matching

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a strategic advisor to lead insurance due diligence for buy-side M&A, evaluating risks and ensuring insurance alignment across deal lifecycle. The role requires deep insurance program knowledge and client-facing leadership.

You will collaborate with clients, producers, underwriters, and legal teams to deliver integrated risk solutions, advise on renewal strategies, and support post-close coverage changes.

Qualifications

• Bachelor’s degree or higher and 5+ years of client service experience.
• Team-oriented self-starter successful at organizing and meeting deadlines.
• Ability to manage multiple tasks in a fast-paced environment.
• Adaptability and resilience through shifting priorities.
• Collaborative mindset across EPIC teams.
• Insurance knowledge: coverage forms, gaps, and consultations.
• Strong communication and analytical abilities.
• P&C license required; designations preferred.
• Proficient with Microsoft Office.
• Experience with agency management systems such as Sagitta and ImageRight.

Responsibilities

• Lead insurance due diligence for buy-side M&A transactions, reviewing policies, claims history, loss runs and exposure data.
• Analyze programs to identify risks, coverage gaps, contingent liabilities, and transaction-related exposures.
• Implement post-close insurance strategies including entity changes, coverage restructuring, endorsements, and tail/run-off placement.
• Advise on complex commercial insurance programs, renewal strategy, carrier negotiations, and risk management initiatives.
• Collaborate with clients, producers, underwriters, legal counsel and transaction advisors to deliver integrated risk and insurance solutions.
• Serve as primary contact for clients, delivering guidance on risk management, coverage structure and compliance.

Skills

Client service

Team collaboration

Analytical skills

Verbal and written communication

P&C License

Insurance designations

Microsoft Office

Education

Bachelor’s degree

High School diploma with 7+ years client service

Tools

Sagitta

ImageRight

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 New York City 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!

JOB OVERVIEW:

Serve as a strategic advisor supporting mergers and acquisitions by leading insurance due diligence, evaluating transaction-related risks, and ensuring seamless insurance integration throughout the deal lifecycle. The role serves as a trusted advisor to clients, producers, and the transaction team by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

WHAT YOU’LL DO:

• Lead insurance due diligence for buy-side M&A transactions, including review of policies, claims history, loss runs, and exposure data
• Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures
• Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement
• Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives
• Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives
• Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements

WHAT YOU’LL BRING:

• Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service

• Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible

• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

• Adaptability and resilience in managing shifting priorities

• A collaborative mindset to work with teams across EPIC

• Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation

• Receptive to feedback; critical thinking and problem-solving skills; high adaptability

• Ability to work well under pressure with attention to details

• Strong verbal and written communication skills and analytical abilities

• Property and Casualty Insurance License

• Insurance Designation(s) preferred

• Proficiency in Microsoft Office

• Experience with agency management systems such as Sagitta, ImageRight, etc

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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.

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Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.