Commercial Insurance Broker

Edgewood Partners Insurance Center-posted 4 months ago
Full-time • Mid Level
Hybrid • 3780 Mansell Road, Ste 370, Alpharetta, GA
1,001-5,000 employees
Insurance Carriers and Related Activities
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Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. 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!

  • Provide day-to-day customer services including completing ad hoc projects as needed.
  • Respond to client questions and provide insurance program design and risk-related consulting advice.
  • Negotiate and implement clients' insurance programs.
  • Communicate frequently with clients and supervise the coordination and execution of all facets of the account service plan and routine transactions.
  • Cultivate, improve and cement a positive client relationship.
  • Review documents for client pre-renewal meetings prepared by the account specialist.
  • Coordinate all pre-renewal work completed by other team members.
  • Manage the timeline established during the pre-renewal meeting.
  • Send submission with coverage specifications and negotiate options.
  • Confirm compliance or exceptions to requested coverage.
  • Complete and/or review renewal report 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, and Master Certificates.
  • Maintain all files and electronic records per company policy.
  • Collect all policies and review findings after Policy Manager has completed the review.
  • Handle day-to-day client services including mid-term requests and coverage questions.
  • Advocate/assist with client audits and requests corrections as necessary.
  • Actively participate in and support Greyling training endeavors.
  • Coordinate the team associated with the client.
  • Support work related to new client acquisition such as coverage analysis and report preparation.
  • Support Senior Client Advisor and Client Executive.
  • 5+ years of experience in working with an Insurance Brokerage.
  • Current commercial insurance brokering experience.
  • High level of interpersonal skills to handle sensitive and confidential situations.
  • Ability to work in a fast-paced environment with multiple competing tasks.
  • CRIS designation.
  • Experience working with AEC (architecture, engineering, construction) industries and environmental-related policies.
  • Generous Paid Time off.
  • Managed PTO for salaried/exempt employees; 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.
  • 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.
  • 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.
  • 50/50 Work Culture supporting collaboration, teamwork, and an inclusive work environment.
  • Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation.
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