We are looking for a seasoned Client Executive- Financial Services to join our team working out our NYC office 3x a week.
SUMMARY:This role will be working with clients directly and with EPIC Financial Services team members across client service and new business functions. Responsibilities will include supporting renewal and consulting processes, building proposals, meeting day-to-day client needs, and assisting on projects critical to existing client or new business opportunities. 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:- Prepare the client's renewal process, including exposure analysis (e.g., reviews census/experience data, contractual requirements for insurance), strategy sessions with internal teams, producers and the client, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies
- Request required information to start the renewal process from both the customer and carrier
- Gather, review and organize information to complete renewal submissions based on client's unique business needs
- Review renewal quotes for accuracy and ensure customer's exposures are adequately covered
- Participate in new business development and proposals with producer as needed
- Conduct insurance consulting assignments on behalf of clients
- Maintain trackers and pipelines for clients and/or prospects
- Maintain sales support systems, 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:- High school diploma or G.E.D. equivalent required. College degree preferred
- A minimum of 5 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, real estate, and/or natural resources/infrastructure 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
CERTIFICATES, LICENSES, REGISTRATIONS:Current Property and Casualty Broker LicenseThe national average salary for this role is $130,000 to $140,000 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.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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