Client Executive, Financial Services, P&C Lines

<p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>LOCATION:</strong> New York, NY, Hybrid&nbsp;</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Come join our team!</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">There are many reasons why EPIC Insurance Brokers &amp; 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.</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.&nbsp;</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>JOB OVERVIEW:</strong></span></p> <p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">This Client Executive role will be working with clients directly and with EPIC Financial Services team members across client service and new business functions. Responsibilities will include supporting renewal and consulting processes, building proposals, meeting day-to-day client needs, and assisting on projects critical to existing client or new business opportunities. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn. &nbsp;The candidate must be able to function well in a fast-paced, high standard environment.</span></p> <p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Prepare the client’s renewal process, including exposure analysis (e.g., reviews census/experience data, contractual requirements for insurance), strategy sessions with internal teams, producers and the client, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies </span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Request required information to start the renewal process from both the customer and carrier</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Gather, review and organize information to complete renewal submissions based on client's unique business needs</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Review renewal quotes for accuracy and ensure customer's exposures are adequately covered</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Participate in new business development and proposals with producer as needed</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct insurance consulting assignments on behalf of clients</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Maintain trackers and pipelines for clients and/or prospects</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Maintain sales support systems, trackers and pipelines for clients and/or prospects</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Work collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">&nbsp;<strong>QUALIFICATIONS:</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">College degree preferred</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">A minimum of 5 years of commercial Property &amp; Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier </span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Prior experience working with financial services, real estate, and/or natural resources/infrastructure preferred</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Knowledge of insurance coverage forms, policy structure, and terminology</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">&nbsp;Strong attention to detail</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Works well with a team</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Self-starter and takes initiative</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Demonstrated time management skills, ability to multi-task, and prioritize work</span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Able to work in a fast-paced environment </span></li> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent communication skills</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">CERTIFICATES, LICENSES, REGISTRATIONS:</span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;">Current Property and Casualty Broker License</span></li> </ul> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>COMPENSATION:&nbsp;</strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">The national average salary &nbsp;for this role is $130 000.00 - $155 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>WHY EPIC:&nbsp;</strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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:</span></p> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous Paid Time off</span> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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</span></li> </ul> </li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft &amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp; Midlife Support</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp; employee assistance programs</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li> </ul> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">To learn more about EPIC, visit our Careers Page:&nbsp;<a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>.&nbsp;</span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.&nbsp;</em></span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>California Applicants - View your privacy rights at: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>.&nbsp;</em></span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.&nbsp;</em></span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-TM1</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-Hybrid</span></p> <p style="line-height: 1;">&nbsp;</p> <p>&nbsp;</p>