Commercial Insurance Account Specialist

EPIC Brokers • Alpharetta, GA

5h • Hybrid

About The Position

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. The Account Specialist’s main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).

Requirements

• At least 1+ year of experience working for an insurance agency, broker or carrier.
• Candidates with strong, professional communication skills – both written and verbal.
• Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word

Nice To Haves

• Knowledge of agency management system is a plus
• Commercial property and casualty experience is preferred
• Licensed property/casualty insurance agent/broker license; if not already licensed, Greyling will provide the opportunity to get licensed

Responsibilities

• Input client information into Sagitta (agency management software system)
• Request loss runs
• Pre-complete renewal schedules and applications
• Prepare ACORD applications
• Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports
• Prepare confirmations of coverage and insurance program charts
• Coordinate with other staff on certificate-holder list
• Assist with processing and tracking mid-term endorsement requests
• Follow up on underwriter subjectivities
• Assist with program analysis for potential clients
• Assist with contract review of insurance requirements
• Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion
• Assist quoting using insurer’s online platforms where applicable
• Provide day-to-day support with routine inquires and transactions concerning client
• Serve as a backup when a broker is out of the office

Benefits

• 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
• Quarterly employee recognition program 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, Cancer 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level