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 unique differentiator is our construction industry expertise, stemming from leaders with prior experience as practicing construction lawyers, engineers, consultants, and underwriters. This provides us with unmatched insight into how A/E firms operate, deliver projects, and manage risks. We excel in placing large clients into highly profitable group captive programs, saving them millions, and we do so for more A/E firms than all other insurance brokers combined. Due to our success, we are expanding our team. The Account Specialist will primarily support the broker in delivering exceptional client services. This role involves assisting with client submissions, proposals, presentations, and insurance summaries/reports. Additionally, it provides day-to-day support for routine client inquiries and transactions, including answering phone calls, responding to emails, scanning, and photocopying.
Requirements
- Strong, professional communication skills – both written and verbal
- Ability to pivot between detailed written communication and detailed verbal conversations
- High attention to detail
- Ability to learn and understand software systems quickly
- At least 1+ year of experience working for an insurance agency, broker or carrier
- Current Property & Casualty Insurance License
- Adaptability to priority changes and deadlines
- Problem-solving skills and ability to provide solutions and answers to client questions
- At least 1-2+ years of working in commercial insurance industry
- Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
Nice To Haves
- Bachelor’s degree preferred, preferably in an insurance-related field
- Knowledge of agency management system is a plus
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
- 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
- Paid parental leave
- Pregnancy disability and bonding leave
- 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
- Additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Cancer Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
