Senior Account Manager M&A Advisory

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:

Serve as a strategic advisor supporting mergers and acquisitions by leading insurance due diligence, evaluating transaction-related risks, and ensuring seamless insurance integration throughout the deal lifecycle. The role serves as a trusted advisor to clients, producers, and the transaction team by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

WHAT YOU’LL DO:

• Lead insurance due diligence for buy-side M&A transactions, including review of policies, claims history, loss runs, and exposure data
• 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, Image Right, 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…