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About the Role

This position focuses on client relations and service delivery to healthcare clients and new business prospects, while also developing junior colleagues. The role requires three days per week in the office and experience in Healthcare Professional Liability.

Responsibilities

• Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
• Work closely with the Casualty account team members and the Global Client Executive to service clients.
• Create and submit renewal specifications to the marketplace.
• Negotiate policy terms, conditions, and premiums.
• Present marketing results to clients.
• Review quotes, binders, policies, and endorsements for accuracy and transmit to clients.
• Coordinate London/Bermuda placements with wholesale partners.
• Develop productive business relationships with key insurance underwriters.
• Keep clients abreast of marketplace developments and innovations.
• Implement and maintain a quality service plan in all areas of client deliverables.
• Support and grow ongoing client relationships.
• Oversee the creation of certificates of insurance and auto-identification cards.
• Request invoices, ensure timely payment and remittance.
• Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors.
• Assist with special projects and client requests.
• Coordinate the production of renewal strategy, renewal presentation, and stewardship reports.
• Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations.
• Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics).
• Service clients’ daily account needs.
• Perform other such duties as may be assigned by the company at its discretion from time to time.
• Contribute to the growth and development of the National Risk Management Healthcare Practice.
• Attend various insurance industry events, (ASHRM, IMAC, HCIC) as requested.
• Assist in the training/supervision of junior staff.

Requirements

• Comprehensive and technical understanding of healthcare professional liability coverage.
• Additional healthcare casualty coverages viewed positively (Workers’ compensation, automobility liability, foreign liability, etc).
• Superior organizational skills and close attention to detail.
• Strong problem-solving skills and a sense of urgency.
• Results-oriented with a substantial client service focus.
• Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments.
• Strong quantitative and analytical skills.
• Ability to work independently and consistently meet deadlines.
• Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices.
• Desire to work in a collaborative, team-oriented environment.
• Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved.
• Strong negotiation and presentation skills.
• Bachelor’s Degree.
• Minimum of 5 years of professional liability broking experience.
• Proficiency in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook).
• Holds a valid P&C Broker’s License(s).
• Additional related designations and experience with captives will be viewed positively.
• Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education.
• Valid driver’s license.

Skills

• Healthcare Professional Liability
• Workers’ compensation
• Automobility liability
• Foreign liability
• Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
• Negotiation
• Presentation

Location

• San Francisco
• New York City
• Atlanta
• Boston

Work Type

• Hybrid

Experience Level

• 5 years of professional liability broking experience

Education Level

• Bachelor’s Degree

Salary/Compensations

• $150,000 to $175,000

Benefits

• 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
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

About the Company

• EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry.
• Headquartered in New York City and founded in 2007, our company has over 4,000 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.
• EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing!
• EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
• 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/.

Equal Opportunity

• 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.