Senior Account Manager M&A Advisory

Edgewoodpartnersinsurancecenter; Duluth (GA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental and vision insurance

401(k) matching

Professional development opportunities

Job summary

EPIC Brokers in Duluth, GA seeks a Senior Account Manager to oversee complex commercial insurance programs and support M&A transactions through due diligence and implementation. You will advise clients and deal teams on risk, coverage, and program alignment during ongoing operations and transactional events.

Ideal candidates have 5+ years in client service, P/C license, and strong communication; the role requires hybrid work with 3 days in office and collaboration across EPIC teams.

Qualifications

• Bachelor’s degree with 5+ years of client service experience.
• High School diploma with 7+ years of client service experience.
• Property and Casualty Insurance License.
• Insurance designations preferred.

Responsibilities

• Serve as primary client advisor on risk management, coverage structure, and compliance.
• Lead M&A insurance due diligence and post-close integration.
• Coordinate insurance workstreams across buy-side and sell-side transactions.
• Prepare renewal submissions and carrier presentations.
• Collaborate with clients, producers, underwriters, legal counsel and deal advisors.

Skills

Client management

Communication

Analytical skills

Team collaboration

Time management

Education

Bachelor’s degree

High School diploma with 7+ years client service

Tools

Sagitta

ImageRight

Microsoft Office

Job description

JOB OVERVIEW

The Senior Account Manager – M&A Insurance & Risk Advisory is responsible for managing complex commercial insurance programs while supporting merger and acquisition (M&A) transactions through insurance due diligence, structuring, and post-close implementation. This role serves as a trusted advisor to clients, producers, and transaction teams by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

LOCATION

Duluth, Georgia, hybrid, 3 days a week in the office

WHAT YOU’LL DO

A detailed list of job duties includes (but is not limited to):

• Client Management & Advisory
  • Serve as primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements
  • Build and maintain long-term client relationships through proactive communication and strategic advisory
  • Analyze client exposures and identify coverage gaps; recommend tailored insurance solutions
  • Manage complex service issues, including claims advocacy and coverage disputes
  • Provide ongoing updates on market trends, regulatory changes, and emerging risks
• M&A Insurance Due Diligence
  • Lead insurance diligence for M&A transactions by collecting and reviewing policies, loss runs, and exposure data
  • Analyze insurance programs to identify risks, gaps, and transaction-related liabilities
  • Prepare summaries and recommendations for internal stakeholders and deal teams
  • Align insurance findings with transaction structures and legal considerations
• Transaction Execution & Integration
  • Coordinate insurance workstreams during buy-side and sell-side transactions
  • Support placement, restructuring, or endorsement of insurance programs post-close
  • Implement policy changes, including:
    • Adding/removing entities
    • Adjusting limits, exposures, and locations
    • Coordinating tail or run‑off coverage
  • Renewals, Marketing & Placement
    • Lead renewal strategy through exposure analysis, claims review, and market comparison
    • Negotiate with carriers to secure optimal pricing, terms, and coverage
    • Prepare renewal submissions and presentations to carriers and clients
    • Support new business efforts through proposals and participation in sales presentations
    • Ensure continuity of coverage across pre‑ and post‑acquisition entities
  • Collaboration & Stakeholder Management
    • Act as liaison between clients, producers, underwriters, legal counsel, and transaction advisors
    • Partner with internal teams (claims, placement, analytics) to deliver integrated solutions
    • Develop strong relationships with carriers, brokers, and external partners
• Operational & Process Management
  • Maintain organized documentation for client accounts and M&A transactions
  • Track deliverables and ensure alignment with renewal cycles and deal timelines
  • Document all activity in agency management systems
  • Contribute to process improvement, including development of diligence frameworks and best practices

COMPENSATION

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHAT YOU’LL BRING

• Team oriented self‑starter, with ability to organize, prioritize, monitor and 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
• 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
• Strong verbal and written communication skills and analytical abilities
• Property and Casualty Insurance License
• Insurance Designation(s) preferred
• Proficiency in Microsoft Office
• Experience with an 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.

California Applicants – View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

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.