Commercial Insurance Account Specialist

EPIC Brokers•Alpharetta, GA

19d•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. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team! JOB OVERVIEW: 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
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

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
Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
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
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation