Commercial Insurance Broker / Account Executive

EPIC Brokers • Alpharetta, GA

11h • Hybrid

About The Position

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. 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 excel in placing large clients in profitable group captive programs, having saved millions for more A/E firms than all other insurance brokers combined. We are looking to grow our team.

Requirements

• Current commercial insurance brokering experience.
• 5+ years of experience in working with an Insurance Brokerage.
• Experience managing large, complex commercial accounts.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations.
• Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
• Broker’s P&C license is required.
• Proficient in Microsoft Office.

Nice To Haves

• CRIS designation
• Experience working with AEC (architecture, engineering, construction) industries
• Experience with environmental-related policies and practices
• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
• Experience with an agency management system such as Sagitta is a plus.

Responsibilities

• Provide day-to-day customer service, including completing ad hoc projects, responding to client questions, and providing insurance program design and risk-related consulting advice.
• Negotiate and implement clients' insurance programs.
• Communicate frequently with clients and provide day-to-day supervision over the coordination and execution of the account service plan and routine transactions.
• Actively cultivate, improve, and cement positive client relationships.
• Review documents for client pre-renewal meetings prepared by the account specialist.
• Coordinate all pre-renewal work completed by other team members.
• Execute the agreed-upon plan established at the pre-renewal meeting, including managing timelines, sending submissions with coverage specifications, negotiating options, and confirming compliance or exceptions to requested coverage.
• Complete and/or review renewal reports, including coverage and rating plan analyses.
• Participate in meetings to present renewal terms/options to the client.
• Review all renewal documents, including Binders, Confirmation of Coverage, Insurance program charts, Sagitta input, and Master Certificates including endorsements, in coordination with the Account Specialist.
• Maintain all files and electronic records per company policy.
• Collect all policies and review findings after the Policy Manager has completed the review of the policies, in coordination with the Account Specialist.
• Handle mid-term requests such as policy endorsements, provide risk review of contracts, and answer coverage questions.
• Advocate/assist with client audits and request corrections as necessary.
• Actively participate in and support Greyling training endeavors.
• Coordinate the team associated with the client, consisting of the Account Specialist, Contracts & Risk Analyst, Accounting, and Certificate Specialist.
• Support work related to new client acquisition, such as coverage analysis and report preparation.
• Support the Senior Client Advisor and Client Executive to free up their time for higher-level client service.

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
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree