Commercial Insurance - Associate Broker / Account Executive

EPIC BrokersAlpharetta, GA
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. Our leaders have prior experience as practicing construction lawyers, engineers, consultants, and underwriters, providing unique insight into how A/E firms operate, deliver projects, and manage risks. We specialize in placing large clients into profitable group captive programs. We are looking to grow our team and are seeking an Associate Broker to provide high-quality, white-glove service to our clients, partnering with the lead broker and client executive to ensure the book of business is properly and promptly serviced.

Requirements

  • Strong, professional communication skills – both written and verbal
  • 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
  • Adapt well to priority changes and deadlines
  • Love problem solving and coming 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, preferably in an insurance-related field
  • 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

  • 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
  • Generous 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
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