Account Executive, Commercial Lines, Complex Solutions Group Job Listing at EPIC in New York, NY (Job ID 8104887002)

Description

LOCATION: Hybrid, New York, NY 

Come join our team!

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!

Position Overview 

The Senior Account Executive, based in New York, NY, plays a pivotal role within the Complex Solutions Group. This strategic client advisor is responsible for managing, retaining, and expanding a diverse portfolio of commercial lines accounts. The position requires deep expertise in risk management, insurance program design, and client stewardship. In addition to leading client engagements, the Senior Account Executive mentors other Account Executives and supports business development initiatives, all while maintaining operational excellence and ensuring compliance.

Key Responsibilities Client Relationship Management

• Lead all aspects of client relationship management, including retention strategies and the effective delivery of EPIC resources.
• Coordinate international insurance placements and services by leveraging EPIC's global broker network.
• Translate complex insurance concepts into clear, actionable insights for clients.
• Establish and maintain strong working relationships with clients, underwriters, and internal teams.
• Proactively address client issues to deliver a consistently high level of service.

Technical Expertise & Program Management

• Perform coverage analysis, contract reviews, and provide tailored insurance program recommendations.
• Benchmark and present quotes, including strategic enhancements to insurance programs.
• Negotiate premium and commission rates to secure the most advantageous terms for clients.
• Oversee policy administration, including audits, endorsements, and due diligence throughout M&A activities.

Business Development

• Drive organic growth through cross-selling and account rounding initiatives.
• Support producers with Requests for Proposal (RFPs) and presentations.
• Lead presentations and participate in meetings with clients.

Operational Oversight

• Ensure accuracy and consistency of deliverables across all assigned accounts.
• Supervise administrative functions delegated to Account Managers and Assistants.

Team Leadership & Mentorship

• Mentor junior Account Executives and contribute to their professional development.
• Provide support to junior Account Executives as needed.

Qualifications

• Minimum of 10 years' client service experience within the insurance industry.
• Exceptional negotiation, presentation, and analytical skills.
• Comprehensive knowledge of Property & Casualty insurance lines.
• Experience managing international accounts is preferred.
• Demonstrated ability to handle multiple projects across offices and meet deadlines independently.
• Experience using Sagitta and ImageRight is preferred.
• Proficiency in Microsoft Office Suite.

Education & Certifications

• Bachelor's degree required.
• Valid Property & Casualty Broker's License(s).
• Additional professional designations such as CPCU or ARM are considered favorably.

COMPENSATION: 

The national average salary for this role is $175 000.00 - $200 000.00 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.

WHY EPIC:

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
  • 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
• 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

 

#LI-TM1

#LI-Hybrid

 

 

 Apply on company website