Job Description – Greyling Client Executive

Establish a team to lead due diligence efforts for clients pursuing acquisitions. Activities will include:

• Establish multiple levels of scope for M&A due diligence efforts. Each level will require a corresponding scope of work, fee levels, report templates and schedule.
• Develop a team focused on working with the broker teams to deliver due diligence efforts.
• Develop a marketing strategy and pursue Private Equity companies investing in the AEC space.
• Provide this service to other EPIC teams operating in the AEC space.
• Serve as a client executive with select clients.

Participate as a member of the Risk Management team supporting all efforts undertaken by the team including:

• Prepare and deliver risk management services and training to clients firms.
• Participate in contract review services.
• Participate in claims support for existing clients.

Participate in marketing efforts including:

• Develop thought leadership materials.
• Participate in Webinars and other speaking engagements.
• Participate business development and pursuit of new clients.

Requirements

• Graduate Degree in applicable field. Law Degree is highly desirable.
• 10 years working experience
• Knowledge of the AEC industry
• Ability and Interest to learn broking within a Specialist Brokerage environment.
• Ability and Interest to serve in a Producer capacity after developing broking skills.
• Broker Licensing

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

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