Client Executive, Private Equity/M&A- Risk Management

Client Executive- Private Equity/ M&A Risk Management

Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more.

Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives.

We are looking for a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team working out of our NYC or Greenwich, CT office 2x a week.

This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management. Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn. The candidate must be able to function well in a fast-paced, high standard environment, have intimate knowledge of Property & Casualty coverages, have familiarity with running a Property & Casualty book of business.

Essential duties and responsibilities include:

• Maintain new business pipeline
• Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client
• Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition.
• Portfolio Management Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being driven
• Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable
• Servicing of select Private Equity Firms-where it makes sense to drive strategy.
• Maintain trackers and pipelines for clients and/or prospects
• Work collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients

Qualifications include:

• High school diploma or G.E.D. equivalent required. College degree preferred
• A minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers' Compensation, Umbrella, Property) experience in mid-size brokerage or carrier
• Prior experience working with financial services, manufacturing, transportation industries preferred
• Knowledge of insurance coverage forms, policy structure, and terminology
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
• Strong attention to detail
• Works well with a team
• Self-starter and takes initiative
• Demonstrated time management skills, ability to multi-task, and prioritize work
• Able to work in a fast-paced environment
• Excellent communication skills

Current Property and Casualty Broker License

The national average salary for this role is $150,000 to $175,000 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.

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:

• Generous Paid Time off
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 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!
• EPIC Gives Back Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC