Account Executive, Risk Management

LOCATION: NYC, Hybrid 

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!

OVERVIEW:

The Real Foundations Consortium is a specialized insurance and risk management program designed for high-performing real estate firms.  The consortium is a network of real estate companies brought together under a centralized risk management structure. It leverages captive insurance to:

• Enable larger retentions and improved flexibility for carriers.
• Provide tailored risk management approaches for members.
• Deliver optimized pricing, coverage, and terms, fostering predictable profitability for insurers and members.

WHAT YOU’LL DO: 

The Account Executive plays a pivotal role within RealFoundations, serving as a strategic client advisor responsible for managing, retaining, and expanding a portfolio of real estate clients. This individual will oversee operational workflows, ensure exceptional client service, and act as the primary liaison between clients and internal teams. The role requires a deep understanding of Property & Casualty insurance programs and ancillary lines, with a strong ability to approach accounts holistically and deliver innovative solution

Key Responsibilities:

Client Relationship Management

• Lead all aspects of client service management, including retention strategies and delivery of EPIC resources.
• Serve as the strategic lead for accounts, coordinating cross-functional teams (loss control, claims) for seamless service delivery.
• Establish and maintain strong relationships with clients and internal stakeholders.
• Proactively address client issues to ensure a consistently high level of service.
• Build and support coverage comparison tools and reporting dashboards.
• Perform coverage analysis, contract reviews, and provide tailored insurance program recommendations.
• Supervise administrative functions delegated to Account Managers and Assistants.
• Maintain reliable data pipelines for invoicing, renewals, certificates, and stewardship reporting.
• Drive organic growth through cross-selling and account rounding initiatives.
• Participate in client meetings and lead presentations as needed.

 WHAT YOU’LL BRING:

• Minimum 5 years’ client service experience within the insurance industry.
• Comprehensive knowledge of Property & Casualty insurance lines.
• Ability to manage multiple projects across offices and meet deadlines independently.
• Strong communication and relationship-building skills.
• Proficiency in Microsoft Office Suite.
• Bachelor’s degree required.
• Valid Property & Casualty Broker’s License(s).
• Professional designations such as CPCU or ARM are considered favorably.

COMPENSATION: 

The national average salary for this role is $140 000.00 - $165 000.00 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. 

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. 

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