Senior Account Manager – M&A Insurance & Risk Advisory

Epic Insurance; Duluth (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants in the United States is seeking a seasoned insurance professional to analyze programs, identify coverage gaps, and advise on risk management strategies for complex commercial accounts. The role requires a bachelor's degree or equivalent, plus 5+ years in client service and a Property and Casualty license.

You will work with clients, producers, underwriters, and counsel to tailor post-close strategies, renewal plans, and contingency solutions, serving as the

Qualifications

• Bachelor's degree or equivalent experience with 5+ years in client service
• High School diploma with 7+ years in client service
• Property and Casualty Insurance License
• Insurance designations preferred
• Strong verbal and written communication and analytical abilities
• Team-oriented self-starter capable of managing deadlines and multiple tasks
• Ability to work in a fast-paced environment with attention to detail
• Proficiency with Microsoft Office

Responsibilities

• Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures
• Implement post-close insurance strategies, including 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
• Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements

Skills

Communication skills

Analytical abilities

Team player

Multitasking

Adaptability

Attention to detail

Education

Bachelor's degree

High School diploma

Tools

Microsoft Office

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!

WHAT YOU'LL DO:

• 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
• 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"

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.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.