EPIC Brokers

EPIC Brokers

Senior Account Manager M&A Advisory

2405 Satellite Boulevard Suite 200, Duluth, GA 30096 · Senior

Sponsorship not specifiedDetected 1 day ago
RESTStakeholder ManagementM&AProcess ImprovementWordPressEpicCommunicationCollaborationProblem SolvingCritical ThinkingPublic SpeakingAdaptabilityMicrosoft OfficeProperty & Casualty

About the role

  • The Senior Account Manager - M&A Insurance & Risk Advisory is responsible for managing complex commercial insurance programs while supporting merger and acquisition (M&A) transactions through insurance due diligence, structuring, and post-close implementation.
  • This role serves as a trusted advisor to clients, producers, and transaction teams by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.
  • Duluth, Georgia, hybrid, 3 days a week in the office

Responsibilities

  • Build and maintain long-term client relationships through proactive communication and strategic advisory
  • Lead insurance diligence for M&A transactions by collecting and reviewing policies, loss runs, and exposure data
  • Support placement, restructuring, or endorsement of insurance programs post-close
  • Lead renewal strategy through exposure analysis, claims review, and market comparison
  • Support new business efforts through proposals and participation in sales presentations
  • Partner with internal teams (claims, placement, analytics) to deliver integrated solutions
  • Develop strong relationships with carriers, brokers, and external partners

Requirements

  • Proficiency in Microsoft Office
  • Experience with an agency management systems such as Sagitta, ImageRight, etc.

Nice to have

  • 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
  • Receptive to feedback
  • critical thinking and problem-solving skills
  • high adaptability
  • Ability to work well under pressure with attention to details

Skills

  • Analyze client exposures and identify coverage gaps; recommend tailored insurance solutions
  • Provide ongoing updates on market trends, regulatory changes, and emerging risks
  • Analyze insurance programs to identify risks, gaps, and transaction-related liabilities
  • Prepare summaries and recommendations for internal stakeholders and deal teams
  • Align insurance findings with transaction structures and legal considerations
  • Coordinate insurance workstreams during buy-side and sell-side transactions
  • Adding/removing entities
  • Adjusting limits, exposures, and locations
  • Coordinating tail or run-off coverage
  • Renewals, Marketing & Placement
  • Negotiate with carriers to secure optimal pricing, terms, and coverage
  • Prepare renewal submissions and presentations to carriers and clients

Compensation

  • The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
  • 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

Benefits

  • 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 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
  • 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

Company info

  • 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"
Apply directly at EPIC Brokers →Create a free account for alerts like thisView EPIC Brokers immigration profile

This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.