EPIC
LOCATION
New York City, NY, 3 days a week in office.
JOB OVERVIEW Lead and support the insurance due diligence process for private equity transactions by analyzing target company insurance programs, identifying uninsured risks, and coordinating with third-party advisors to resolve transactional issues. Assist in the placement of Representations & Warranties insurance, prepare detailed diligence reports for stakeholders, and guide portfolio companies through post-close insurance transitions to align with Private Equity-backed program.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Lead and support the commercial insurance due diligence process from start to finish, coordinating with internal subject matter experts, private equity deal teams, target company executives, and third-party advisors to ensure a comprehensive and efficient review.
Analyze target company insurance programs, including structure, claims history, collateral, and expenses, to identify potential uninsured risks and coverage gaps.
Identify transaction-related insurance issues and collaborate with clients' legal, financial, and operational advisors to develop effective resolutions.
Support the placement and underwriting of Representations & Warranties insurance, including coordination with brokers and underwriters.
Prepare comprehensive Insurance Due Diligence reports for private equity firms and third-party deal advisors, summarizing key findings and recommendations.
Assist portfolio companies with post-close insurance transitions, ensuring alignment with private equity-backed insurance programs and risk management strategies.
QUALIFICATIONS
College Degree Preferred
A minimum of 1-3 years of commercial Property & Casualty experience in mid-size brokerage or carrier.
Strong understanding of commercial insurance lines and risk management principles.
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.
Ability to manage multiple projects in a fast-paced environment.
CERTIFICATES, LICENSES, REGISTRATIONS
Current Property and Casualty Broker License
CERTIFICATION COMPENSATION The national average salary for this role is $70,000.00 - $85,000.00 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.
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 – 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: EPIC Careers
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.
California Applicants - View your privacy rights at: EPIC privacy notice.
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-TM1
#LI-Hybrid
#J-18808-Ljbffr
JOB OVERVIEW Lead and support the insurance due diligence process for private equity transactions by analyzing target company insurance programs, identifying uninsured risks, and coordinating with third-party advisors to resolve transactional issues. Assist in the placement of Representations & Warranties insurance, prepare detailed diligence reports for stakeholders, and guide portfolio companies through post-close insurance transitions to align with Private Equity-backed program.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Lead and support the commercial insurance due diligence process from start to finish, coordinating with internal subject matter experts, private equity deal teams, target company executives, and third-party advisors to ensure a comprehensive and efficient review.
Analyze target company insurance programs, including structure, claims history, collateral, and expenses, to identify potential uninsured risks and coverage gaps.
Identify transaction-related insurance issues and collaborate with clients' legal, financial, and operational advisors to develop effective resolutions.
Support the placement and underwriting of Representations & Warranties insurance, including coordination with brokers and underwriters.
Prepare comprehensive Insurance Due Diligence reports for private equity firms and third-party deal advisors, summarizing key findings and recommendations.
Assist portfolio companies with post-close insurance transitions, ensuring alignment with private equity-backed insurance programs and risk management strategies.
QUALIFICATIONS
College Degree Preferred
A minimum of 1-3 years of commercial Property & Casualty experience in mid-size brokerage or carrier.
Strong understanding of commercial insurance lines and risk management principles.
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.
Ability to manage multiple projects in a fast-paced environment.
CERTIFICATES, LICENSES, REGISTRATIONS
Current Property and Casualty Broker License
CERTIFICATION COMPENSATION The national average salary for this role is $70,000.00 - $85,000.00 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.
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 – 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: EPIC Careers
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.
California Applicants - View your privacy rights at: EPIC privacy notice.
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-TM1
#LI-Hybrid
#J-18808-Ljbffr