Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role will work directly with clients and EPIC Financial Services team members on new business strategies and portfolio management. Responsibilities include supporting producers in new business endeavors and coordinating team members to deliver seamless new business proposals. Success requires attention to detail, strong communication, teamwork, drive, and a willingness to learn in a fast-paced, high-standard environment. The candidate must have intimate knowledge of Property & Casualty coverages and familiarity with running a Property & Casualty book of business.

Responsibilities

Maintain new business pipeline
Coordinate internal EPIC resources on new deals
Drive strategy sessions with internal teams, producers, and clients
Act as the main point of contact between all parties during the new business, quoting, and onboarding process
Coordinate proposal and deliverable to the client
Assign proper service team in a timely fashion
Support the service team in getting up to speed on the account and transition
Work with service teams during renewals, coordinating with placement resources
Handle diligence-related matters
Address service-related issues requiring guidance
Request required information to start the new business process from the prospect
Ensure overarching strategies are being driven
Provide Stewardship Reporting to Private Equity Firms
Work with individual service teams to collect necessary data and coordinate deliverables
Service select Private Equity Firms to drive strategy
Maintain trackers and pipelines for clients and/or prospects
Collaborate with producers, placement teams, and technical assistants to deliver best-in-class client service

Requirements

High school diploma or G.E.D. equivalent required
A minimum of 7 years of commercial Property & Casualty (General Liability, Automobile, Workers’ Compensation, Umbrella, Property) experience in a mid-size brokerage or carrier
Prior experience working with financial services, manufacturing, transportation industries preferred
Knowledge of insurance coverage forms, policy structure, and terminology
Working knowledge of Microsoft Office Suite (word processing, spreadsheets, database, presentation software)
Strong attention to detail
Ability to work 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

Skills

Property & Casualty coverages
Running a Property & Casualty book of business
Microsoft Office Suite

Location

NYC
Greenwich, CT

Work Type

Hybrid

Experience Level

7 years of commercial Property & Casualty experience

Education Level

High school diploma or G.E.D. equivalent
College degree preferred

Salary/Compensations

$150,000 to $175,000

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs
Employee Resource Groups
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
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 San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide.
EPIC has local market knowledge and industry expertise to support clients' regional and global needs.
EPIC has grown quickly and continues to see growth and success thanks to its hard-working and growth-minded employees.
Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential.
Vanbridge is comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits.
Vanbridge offers a broad and diverse platform of insurance solutions and programs.
EPIC is ranked among the top 10 property/casualty agencies by "Insurance Journal".

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.