JOB OVERVIEW: The Senior Account Manager - M&A Insurance & Risk Advisory is responsible for managing complex commercial insurance programs while supporting merger and acquisition (M&A) transactions through insurance due diligence, structuring, and post-close implementation. This role serves as a trusted advisor to clients, producers, and transaction teams by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.
LOCATION: Duluth, Georgia, hybrid, 3 days a week in the office
WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to):
Client Management & Advisory
- Serve as primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements
- Build and maintain long-term client relationships through proactive communication and strategic advisory
- Analyze client exposures and identify coverage gaps; recommend tailored insurance solutions
- Manage complex service issues, including claims advocacy and coverage disputes
- Provide ongoing updates on market trends, regulatory changes, and emerging risks
M&A Insurance Due Diligence
- Lead insurance diligence for M&A transactions by collecting and reviewing policies, loss runs, and exposure data
- Analyze insurance programs to identify risks, gaps, and transaction-related liabilities
- Prepare summaries and recommendations for internal stakeholders and deal teams
- Align insurance findings with transaction structures and legal considerations
Transaction Execution & Integration
- Coordinate insurance workstreams during buy-side and sell-side transactions
- Support placement, restructuring, or endorsement of insurance programs post-close
- Implement policy changes, including:
- Adding/removing entities
- Adjusting limits, exposures, and locations
- Coordinating tail or run-off coverage
- Renewals, Marketing & Placement
- Lead renewal strategy through exposure analysis, claims review, and market comparison
- Negotiate with carriers to secure optimal pricing, terms, and coverage
- Prepare renewal submissions and presentations to carriers and clients
- Support new business efforts through proposals and participation in sales presentations
- Ensure continuity of coverage across pre- and post-acquisition entities
- Collaboration & Stakeholder Management
- Act as liaison between clients, producers, underwriters, legal counsel, and transaction advisors
- Partner with internal teams (claims, placement, analytics) to deliver integrated solutions
- Develop strong relationships with carriers, brokers, and external partners
Operational & Process Management
- Maintain organized documentation for client accounts and M&A transactions
- Track deliverables and ensure alignment with renewal cycles and deal timelines
- Document all activity in agency management systems
- Contribute to process improvement, including development of diligence frameworks and best practices
COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHAT YOU'LL BRING:- Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Adaptability and resilience in managing shifting priorities
• A collaborative mindset to work with teams across EPIC
• Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps and ongoing coverage consultation
• Receptive to feedback; critical thinking and problem-solving skills; high adaptability
• Ability to work well under pressure with attention to details
• Bachelor's degree with a minimum of 5+ years of client service or High School degree with a minimum of 7 years of client service
• Strong verbal and written communication skills and analytical abilities
• Property and Casualty Insurance License
• Insurance Designation(s) preferred
• Proficiency in Microsoft Office
• Experience with an agency management systems such as Sagitta, ImageRight, etc.
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/.
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