Senior Commecial Account Manager

EPIC Brokers • $95K — $115K *

Duluth, GA 30096In-Person

Finance & Insurance

5 - 7 years of experience

Today

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Job Overview by Ladders

Qualifications

Bachelor's degree with 5+ years in client service, or High School diploma with 7+ years in client service
Strong organizational skills with the ability to manage workflow and deadlines
Proficient in working under pressure with attention to detail
Effective communication skills, both verbal and written
Property and Casualty Insurance License required
Technical insurance skills necessary for coverage analysis
Experience with agency management systems like Sagitta or ImageRight

Responsibilities

Lead insurance due diligence for M&A transactions by reviewing policies and claims history
Analyze insurance programs to identify risks and coverage deficiencies
Implement post-close insurance strategies such as policy endorsements
Serve as a trusted advisor on complex insurance programs and renewal strategies
Collaborate with various stakeholders to deliver integrated risk solutions
Act as the primary contact for clients on risk management and compliance
Facilitate relationships between clients, producers, and transaction advisors to meet objectives

Benefits

Generous Paid Time Off (PTO) with 22 days starting for hourly employees
Comprehensive leave options including paid parental and disability leave
Employee referral bonuses up to $1,500 per referral
Employee recognition programs and awards for demonstrating company values
Access to Employee Resource Groups for diverse communities
Opportunities for professional growth through mentorship and tuition reimbursement
Unique benefits including Pet Insurance and Identity Theft Protection
401(k) matching and extensive medical, dental, and vision insurance options
A balanced work culture promoting collaboration between producers and service teams
Community engagement through charitable programs and initiatives

Full Job Description

JOB OVERVIEW:

Serve as a strategic advisor supporting mergers and acquisitions by leading insurance due diligence, evaluating transaction-related risks, and ensuring seamless insurance integration throughout the deal lifecycle. The role serves as a trusted advisor to clients, producers, and the transaction team by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.

WHAT YOU'LL DO:

Lead insurance due diligence for buy-side M&A transactions, including review of policies, claims history, loss runs, and exposure data
Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures
Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement
Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives
Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives
Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements

WHAT YOU'LL BRING:

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

Team-oriented self-starter, with the ability to organize, prioritize, monitor, 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
Strong verbal and written communication skills and analytical abilities
Property and Casualty Insurance License
Insurance Designation(s) preferred

Proficiency in Microsoft Office
Experience with 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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About EPIC Brokers

EPIC Brokers Careers

There has never been a better time to join the dynamic team at EPIC Brokers—the leading group of insurance and consulting professionals in the industry.

Work You’ll Do

Join EPIC Brokers' top-tier team to assist some of the most prominent companies in navigating their risk management and insurance strategies. Transform the approach to modern insurance solutions with the brightest minds at EPIC Brokers. There’s no stronger partnership in the insurance brokerage and consulting sector today. Lead from a unique position in the marketplace, at the crossroads of innovation, industry expertise, and comprehensive risk solutions. Engage with a nationwide team of business and insurance advisors to help clients through their strategic transformations. Collaborate with a robust network of professionals dedicated to pioneering change in the insurance landscape.

Introducing the EPIC Brokers Professional Growth and Development Initiative

The initiative is crafting a market-leading program to help some of the most well-known companies master their challenges through innovative insurance solutions.

Do Innovative Work

Join a group of dedicated professionals at the forefront of industry expertise and digital transformation.

Drive Innovation

Deliver targeted solutions through a depth and breadth of consulting experience and innovation that’s unparalleled in the insurance sector.

Be Part of a Great Team

Work with a wide range of insurance technologies and leverage the unmatched capabilities, national scale, and solution development of EPIC Brokers.

Future-Proof Your Career

Advance as far as your ambition takes you with limitless opportunities to grow your career supported by unmatched training, development, and certification resources.

Explore

Discover how EPIC Brokers is leading the way in creating innovative solutions for complex insurance needs in various industries.

The EPIC Brokers Edge

The combined service capabilities, national reach, and innovative solutions help clients tackle challenges and lead transformation in their respective fields. Clients across the nation turn to EPIC Brokers for new strategies and solutions to drive growth and success in a competitive world. Bringing together a team of dedicated professionals, EPIC Brokers empowers enterprises and individuals to excel in an ever-evolving industry.

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