Commercial Insurance Broker

EPIC Brokers•Alpharetta, GA

13d•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. 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! JOB OVERVIEW: The Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Brokers communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Broker will actively seek to cultivate, improve and cement a positive client relationship and use any of Greyling’s resources necessary in performing these functions.

Requirements

Must have 5+ years of experience in working with an Insurance Brokerage.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have 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.
Educational requirement: Bachelor’s degree preferred - experience equivalent will be considered

Nice To Haves

Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
CRIS designation, and/or experience working with AEC (architecture, engineering, construction) industries and environmental-related policies and practices that go along with those lines of work.
Experience with an agency management system such as Sagitta is a plus.

Responsibilities

Review documents for client pre-renewal meetings prepared by the account specialist
Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the account specialist
Execute agreed plan established at the pre-renewal meeting including:
Manage the timeline established during the pre-renewal meeting
Send submission with coverage specifications
Negotiate options
Confirm compliance or exceptions to requested coverage
Complete and/or review renewal report (including coverage and rating plan analyses and other analytical functions)
Participate in meeting to present renewal terms/options to the client.
In coordination with the Account Specialist, review all renewal documents including:
Binders, Confirmation of Coverage, Insurance program chart, Sagitta input, and Master Certificates including endorsements
Throughout process, Broker is responsible for maintaining all files and electronic records per company policy.
In coordination with Account Specialist, collect all policies and review findings after Policy Manager has completed the review of the policies.
Handle day-to-day client services including but not limited to:
Handle and document mid-term requests such as policy endorsements, provide risk review of contracts, and answer coverage questions.
Advocate/assist with client audits and requests corrections as necessary
Actively participate in and supports Greyling training endeavors
Coordination of the team associated with the client consisting of the following:
Account Specialist
Contracts & Risk Analyst
Accounting Certificate Specialist
Support work related to new client acquisition such as coverage analysis and report preparation
Support Senior Client Advisor and Client Executive as much as possible; free up their time enabling 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
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 plus additional employee recognition awards and programs (and trips!)
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
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation