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 b…
Skills: Client Management, M&A Insurance Due Diligence, Risk Management, Insurance Program Structuring, Claims Advocacy
LOCATION: Mt. Laurel, NJ, 4 days a week (Mon-Thursday) 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…
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable ac…
Skills: Financial Analysis, Actuarial Projection, Underwriting, Employee Benefits, Budget Development
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable ac…
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable ac…
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable ac…
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 b…
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 b…
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 b…
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 b…
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Full-time
high school, bachelor degree
Paid Time Off, Parental Leave, Pregnancy Disability Leave, Bonding Leave, Organ Donor/Bone Marrow Donor Leave, Employee Referral Bonus
Posted 26d ago
~40 hrs/week
Responsibilities
Manage complex commercial insurance programs and provide strategic guidance on risk and coverage for M&A transactions. Lead insurance due diligence, coordinate transaction execution, and manage client renewals and carrier relationships.
Requirements
Requires a Property and Casualty Insurance License and either a bachelor's degree with 5+ years of client service or a high school diploma with 7+ years of experience. Proficiency in agency management systems and strong analytical skills are essential.
Full job description
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 New York City 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!
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”
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.
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.
#LI-SG1
#LI-Hybrid
Related keywords
M&A AdvisoryInsurance Due DiligenceRisk AdvisoryProperty and Casualty InsuranceSagittaImageRightCoverage GapsLoss RunsBuy-side TransactionsSell-side TransactionsTail CoverageRun-off CoverageInsurance DesignationsCommercial InsuranceRisk ManagementUnderwriting
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
Risk Management ServicesEmployee and Executive Benefits ConsultingProperty & Casualty Insurance BrokeringPrivate Client Services and Individual Risk ManagementClaims Management and Advocacyand Risk Control and Safety Program ConsultingConsultingRetailInsuranceProperty Insurance
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
Risk Management ServicesEmployee and Executive Benefits ConsultingProperty & Casualty Insurance BrokeringPrivate Client Services and Individual Risk ManagementClaims Management and Advocacyand Risk Control and Safety Program ConsultingConsultingRetailInsuranceProperty Insurance