Assistant Vice President - Private Equity- Due Diligence

LOCATION: New York City, NY, 3 days a week in office. 

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!

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

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