Client Executive, Financial Services, P&C Lines

LOCATION: New York, NY, Hybrid 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:This Client Executive role will be working with clients directly and with EPIC Financial Services team members across client service and new business functions. Responsibilities will include supporting renewal and consulting processes, building proposals, meeting day-to-day client needs, and assisting on projects critical to existing client or new business opportunities. 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.ESSENTIAL DUTIES AND RESPONSIBILITIES:Prepare the client’s renewal process, including exposure analysis (e.g., reviews census/experience data, contractual requirements for insurance), strategy sessions with internal teams, producers and the client, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies Request required information to start the renewal process from both the customer and carrierGather, review and organize information to complete renewal submissions based on client's unique business needsReview renewal quotes for accuracy and ensure customer's exposures are adequately coveredParticipate in new business development and proposals with producer as neededConduct insurance consulting assignments on behalf of clientsMaintain trackers and pipelines for clients and/or prospectsMaintain sales support systems, trackers and pipelines for clients and/or prospectsWork collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients QUALIFICATIONS:College degree preferredA minimum of 5 years of commercial Property & Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier Prior experience working with financial services, real estate, and/or natural resources/infrastructure 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 software Strong 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 environment Excellent communication skillsCERTIFICATES, LICENSES, REGISTRATIONS:Current Property and Casualty Broker LicenseCOMPENSATION: The national average salary  for this role is $130 000.00 - $155 000.00 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.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 offManaged 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 daysGenerous 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”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.