EPIC Insurance Brokers & Consultants
Assistant Vice President - Private Equity- Due Diligence
EPIC Insurance Brokers & Consultants, New York, New York, us, 10261
LOCATION :
New York City, NY, 3 days a week in office. Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values, 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 across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown quickly since our founding, and we continue to see growth thanks to our hard-working and growth-minded employees. 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. Working knowledge of Microsoft Office applications (word processing, spreadsheets, databases, 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 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, dental, vision, 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 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: https://www.epicbrokers.com/about/epic-careers/
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New York City, NY, 3 days a week in office. Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values, 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 across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown quickly since our founding, and we continue to see growth thanks to our hard-working and growth-minded employees. 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. Working knowledge of Microsoft Office applications (word processing, spreadsheets, databases, 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 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, dental, vision, 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 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: https://www.epicbrokers.com/about/epic-careers/
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