Account Executive - NY Global Risk Management

Position Overview

Come join our team! EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco with over 3,000 employees nationwide since its founding in 2007, our local market knowledge and industry expertise support our clients' regional and global needs. Our core values – Owner mindset, Inspire trust, Think big, and Drive results – define our culture. As an Account Executive, you will serve as a strategic partner to clients by managing all aspects of their commercial insurance programs, balancing the quality of service with a speed of response. Location: New York, NY. Salary: $160,000 - $180,000 base pay.

Key Responsibilities

• Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as a liaison to ensure client satisfaction and foster long-term relationships.
• Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs; recommend appropriate coverage solutions and negotiate favorable terms with underwriters, involving specialists as needed.
• Service Delivery: Lead client teams, monitor service agreements, and ensure all commitments are met while proactively addressing client concerns to maintain satisfaction.
• Broking & Business Development: Develop and execute broking plans including marketing renewals, negotiating with insurers, and securing competitive coverage; support new sales opportunities, cross-selling, and account rounding to drive growth.
• Technical Expertise: Prepare proposals, stewardship reports, and RFP responses; provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions.
• Industry Engagement: Maintain up-to-date market trend knowledge and develop strong relationships with the underwriting community; represent the company professionally during client and industry interactions.
• Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams for effective client service delivery.

Required Qualifications

• 5-7 years of brokerage experience.
• Self-starter with high attention to detail.
• Strong interpersonal skills for building and maintaining relationships.
• Deep knowledge of marketplace products and the ability to simplify insurance concepts for clients.
• Proven experience working independently while meeting deadlines and managing multiple projects.
• Collaborative mindset and adaptability in team-oriented environments.
• Proficiency in developing innovative business solutions and professional communication with C-Suite executives.
• Strong negotiation, organizational, and presentation skills.
• Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint).

Preferred Qualifications

• College degree in insurance or a related field.
• New Jersey/New York P&C license.
• Experience in Private Equity and an understanding of insurance carriers' risk appetites.

Benefits & Perks

• Generous Paid Time Off.
• Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees; 12 company-observed paid holidays; and 4 early-close days.
• Generous leave options including paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs that honor EPIC’s values, including awards, additional recognition, and trips.
• Employee Resource Groups such as the Women’s Coalition and EPIC Veterans Group.
• Professional growth and development opportunities including a Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Unique benefits including Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection, Legal Planning, Family Planning, and Menopause & Midlife Support.
• Additional benefits such as 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.
• A 50/50 work culture that supports collaboration between producers and the rest of the business, fostering teamwork and an inclusive environment.
• EPIC Gives Back initiatives including Donation Connection, Employee Assistance Fund, and People First Foundation.
• Recognition as one of the top 10 property/casualty agencies by “Insurance Journal”.