Senior Account Executive - Global Risk Management

There are many reasons why EPIC Insurance Brokers & Consultants h as 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!

As a Senior Account Executive on the Global Risk Management team, you will serve as a strategic partner to clients, managing all aspects of their large, complex commercial insurance programs by balancing the quality of service and speed of response.

• REQUIRED: 7+ years' experience working for an insurance brokerage handling commercial P&C. Must also have experience doing marketing/placement and being both client and carrier-facing.
• Candidates eager to learn, ask questions, and stay up to date on the latest insurance and risk-related topics necessary to best serve their clients.
• Candidates with a strong sense of urgency, who can pivot and adapt to changing priorities as needed, while still maintaining high attention to detail and quality of work.
• The ideal candidate will be a strong communicator (both verbal and written) and comfortable working directly with clients to problem-solve and provide consultative services.

New York, NY (Hybrid - 3 days a week in office)

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

• Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as a liaison, ensuring client satisfaction and long‑term relationships.
• Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Recommend appropriate coverage solutions and negotiate favorable terms with underwriters collaborating with specialists where necessary.
• Service Delivery: Orchestrate the delivery of high‑quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively 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 business 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 knowledge of market trends 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 to execute client services effectively.

This role requires exceptional communication, analytical, and problem‑solving skills, combined with deep expertise in commercial insurance products and risk consulting.

• REQUIRED:
  Marketing / Placement experience for both property & casualty
• REQUIRED:
  Client facing ability whether in-person or virtually
• 7+ years of brokerage experience and current P&C license.
• Self‑starter with high attention to details
• Strong interpersonal skills for building and maintaining relationships.
• Deep knowledge of marketplace products and ability to simplify insurance concepts for clients.
• Proven…