Commercial Insurance Account Specialist
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. Our leaders have prior experience as practicing construction lawyers, engineers, consultants, and underwriters, giving us unique insight into how A/E firms operate, deliver projects, and manage risks. We specialize in placing clients in group captive programs, having saved millions for A/E firms. We are looking to grow our team and are seeking an Account Specialist to support brokers in providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries & reports, and provides day-to-day support with routine inquiries and transactions.
Requirements
- At least 1+ year of experience working for an insurance agency, broker or carrier
- 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
- Licensed property/casualty insurance agent/broker license; if not already licensed, Greyling will provide the opportunity to get licensed
Nice To Haves
- Bachelor’s degree preferred, preferably in an insurance-related field OR at least 1-2+ years of working in commercial insurance industry
- Knowledge of agency management system is a plus
- Commercial property and casualty experience is preferred
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 inquiries 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
- 401(k) matching
- medical insurance
- dental insurance
- vision insurance
- wellness & employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
