Client Executive- Financial Services, Risk Management

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! Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more. Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives. We’re comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience. 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…