National Casualty Practice - SVP Senior Broker

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!

The National Casualty Practice - SVP Senior Broker will work closely with Global Client Executives, primarily focusing on client relations and service delivery to clients related to Risk Management Casualty and new business prospects. It also includes developing and mentoring less experienced casualty colleagues who support the senior Casualty broker on their book of business. Potential to evolve into a more substantial management role.

Hybrid - This role can work 3 days a week in our New York City or Greenwich CT office

• REQUIRED:
  Expertise in specialized placement of all casualty risk for large, complex commercial client accounts. This role will manage relationships with both clients and carrier partners.
• PREFERRED:
  Experience leading and/or mentoring other team members.

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

• Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
• Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks:
• Create and submit renewal specifications to the marketplace
• Negotiate policy terms, conditions, and premiums
• Present marketing results to clients
• Review quotes, binders, policies, and endorsements for accuracy and transmit to clients
• Coordinate international placements/services with our global broker network
• Develop productive business relationships with key insurance underwriters
• Keep clients abreast of marketplace developments and innovations
• Implement and maintain a quality service plan in all areas of client deliverables
• Support and grow ongoing client relationships
• Oversee the creation of certificates of insurance and auto-identification cards
• Request invoices, ensure timely payment and remittance
• Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
• Assist with special projects and client requests
• Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
• Work with Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations
• Understand and proactively deploy Risk Consulting Services (Claims, Loss Control & Analytics) and other EPIC resources
• Seek out cross-selling opportunities
• Service clients’ daily account needs
• Contribute to the growth and development of the National Risk Management Casualty Practice
• Mentor and manage colleagues on an account team basis, with the potential to evolve into a leadership role
• Perform other such duties as may be assigned by the company at its discretion from time to time

• Comprehensive and technical understanding of casualty and international coverages
• Superior organizational skills and close attention to detail
• Strong problem-solving skills and a sense of urgency
• Results-oriented with a substantial client service focus
• Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier…