Senior Account Manager M&A Advisory

JOB OVERVIEW:

The Senior Account Manager – M&A Insurance & Risk Advisory is responsible for managing complex commercial insurance programs while supporting merger and acquisition (M&A) transactions through insurance due diligence, structuring, and post-close implementation. This role serves as a trusted advisor to clients, producers, and transaction teams by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

Duluth, Georgia, hybrid, 3 days a week in the office

A detailed list of job duties includes (but is not limited to):

• Serve as primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements
• Build and maintain long-term client relationships through proactive communication and strategic advisory
• Analyze client exposures and identify coverage gaps; recommend tailored insurance solutions
• Manage complex service issues, including claims advocacy and coverage disputes
• Provide ongoing updates on market trends, regulatory changes, and emerging risks

• Lead insurance diligence for M&A transactions by collecting and reviewing policies, loss runs, and exposure data
• Analyze insurance programs to identify risks, gaps, and transaction‑related liabilities
• Prepare summaries and recommendations for internal stakeholders and deal teams
• Align insurance findings with transaction structures and legal considerations

• Coordinate insurance work streams during buy‑side and sell‑side transactions
• Support placement, restructuring, or endorsement of insurance programs post‑close
• Implement policy changes, including:
• Adding/removing entities
• Adjusting limits, exposures, and locations
• Coordinating tail or run‑off coverage

• Lead renewal strategy through exposure analysis, claims review, and market comparison
• Negotiate with carriers to secure optimal pricing, terms, and coverage
• Prepare renewal submissions and presentations to carriers and clients
• Support new business efforts through proposals and participation in sales presentations
• Ensure continuity of coverage across pre‑ and post‑acquisition entities

• Act as liaison between clients, producers, underwriters, legal counsel, and transaction advisors
• Partner with internal teams (claims, placement, analytics) to deliver integrated solutions
• Develop strong relationships with carriers, brokers, and external partners

• Maintain organized documentation for client accounts and M&A transactions
• Track deliverables and ensure alignment with renewal cycles and deal timelines
• Document all activity in agency management systems
• Contribute to process improvement, including development of diligence frameworks and best practices

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

• Team oriented self‑starter, with ability to organize, prioritize, monitor and 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
• 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
• Strong verbal and written communication skills and analytical abilities
• Property and Casualty Insurance License
• Insurance Designation(s) preferred
• Proficiency in Microsoft Office
• Experience with an agency management systems such as Sagitta, Image Right, etc.

EPIC has over 60…