Commercial Insurance - Associate Broker / Account Executive

EPIC Brokers•Alpharetta, GA

2d•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 Associate Broker will be responsible for providing high-quality, white-glove service to our clients, and partnering with the lead broker and client executive to ensure the book of business is properly and promptly serviced. This role is hybrid, requiring 3 days a week in the Alpharetta, GA office.

Requirements

Strong, professional communication skills – both written and verbal
Ability to pivot between detailed written communication and detailed verbal conversations with clients or internal stakeholders
High attention to detail
Ability to learn and understand software systems quickly
Experience working for an insurance agency, broker or carrier is required
Marketing/placement experience
At least 5+ years of insurance industry experience
Ability to adapt well to priority changes and deadlines
Problem-solving skills and ability to come up with solutions and answers to client questions
Excellent team players looking for the next step in their career, eager for a new challenge with room to grow
Able to work a hybrid schedule out of our Alpharetta, GA office location (3 days a week in-office)
Bachelor’s degree required
Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
Commercial property and casualty experience; 5+ years required
Licensed property/casualty insurance agent/broker license

Nice To Haves

Preferably in an insurance-related field (for Bachelor's degree)
Knowledge of agency management system is a plus

Responsibilities

Support Broker and Client Executive with providing day-to-day client service
Support Broker with negotiation and placement of policies
Review quotes and negotiate with underwriters over coverage enhancements
Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports
Assist with Insurance M&A Due Diligence
Assist with program analysis for potential clients
Assist with contract review of insurance requirements
Develop and maintain relationships with underwriters and key client contacts
Update Agency system (Sagitta) with policy information
Coordinate and review billing, invoice materials, and premium finance agreements
Assist with policy workflow process to make sure policies are sent out to clients according to agency standards
Serve as primary backup when 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
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus 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
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