Account Executive
| Company | EPIC Insurance Brokers & Consultants |
|---|---|
| Location | New York, NY, USA |
| Salary | $190000 – $230000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 7–10 years of brokerage experience
- College degree in insurance or a related field (preferred)
- New Jersey/New York 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 experience working independently while meeting deadlines and prioritizing multiple projects
- Collaborative mindset and adaptability in team-oriented environments
- Expertise in Private Equity and understanding of insurance carriers’ risk appetites and industry preferences
- 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)
Responsibilities
- Understand clients’ business objectives and develop tailored risk management strategies to address exposures and align with goals
- Act as the primary liaison, ensuring client satisfaction and long-term relationships
- Analyze client exposures, loss history, and insurance needs
- Collaborate with specialists to recommend appropriate coverage solutions and negotiate favorable terms with underwriters
- 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
- Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage
- Manage new sales opportunities, cross-selling, and account rounding to drive business growth
- Prepare proposals, stewardship reports, and RFP responses
- Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions
- 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
- Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively
Preferred Qualifications
- College degree in insurance or a related field (preferred)