Client Executive, Private Equity/M&A- Risk Management

Client Executive, Private Equity/M&A- Risk ManagementCome 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 San Francisco 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!Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more.Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives.We are looking for a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team working out our NYC or Greenwich, CT office 2x a week.This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management.

Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn. The candidate must be able to function well in a fast-paced, high standard environment, have intimate knowledge of Property & Casualty coverages, have familiarity with running a Property & Casualty book of business.Maintain new business pipelineCoordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the clientAssign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition.Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being drivenStewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverableServicing of select Private Equity Firms-where it makes sense to drive strategy.Maintain trackers and pipelines for clients and/or prospectsWork collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clientsHigh school diploma or G.E.D. equivalent required. College degree preferredA minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers' Compensation, Umbrella, Property) experience in mid-size brokerage or carrierPrior experience working with financial services, manufacturing, transportation industries preferredKnowledge of insurance coverage forms, policy structure, and terminologyMust have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation softwareStrong attention to detailWorks well with a teamSelf-starter and takes initiativeDemonstrated time management skills, ability to multi-task, and prioritize workAble to work in a fast-paced environmentExcellent communication skillsThe national average salary for this role is $150,000 to $175,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.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 offGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 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 FoundationWe're in the top 10 of property/casualty agencies according to "Insurance Journal"