Insurance Brokerage Specialist

EPIC Brokers•Greenwich, CT

1d•$40 - $55•Hybrid

About The Position

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: Our Risk Management team is hiring a Senior Risk Management Analyst (aka Insurance Brokerage Specialist) to join its large, complex casualty insurance division. This is a technical, detail-oriented role that supports brokers and senior brokers through the analysis, placement, and ongoing servicing of larger, loss‑ratable and loss‑sensitive casualty programs. The position includes hands-on technical work and defined deliverables for both internal stakeholders (brokers, senior brokers, and risk management teams) and external partners, including clients and insurance carriers/underwriters. Initially, the role is supportive of a high-performing and dynamic team, focused on technical support, deliverable coordination, and supporting the team on overall service execution. As individuals progress, the role evolves to include more direct interaction with insurance markets and clients, with increasing ownership of technical and client-facing responsibilities.

Requirements

At least 2+ years of experience working in the insurance industry.
Candidates with strong proficiency in software programs, such as the full Microsoft Office Suite - particularly Excel and PowerPoint. Experience using AI programs - particularly CoPilot - is preferred.
High attention to detail and the ability to stay organized and on top of deadlines while operating in a fast-paced environment.
Takes ownership of tasks and results.
Adept at problem-solving as well as critical thinking.
Strong communication skills - both written and verbal.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.
Strong written and verbal communication skills and organizational skills
Close attention to detail and an inquisitive nature
Strong interpersonal skills to foster relationships with colleagues, insurance carrier underwriting and processing departments, and clients
Ability to work independently and meet deadlines
Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
Desire to work in a collaborative, team-oriented environment
Associate or Bachelor’s Degree is required
Working knowledge of insurance terms and basic coverage
2+ years of insurance industry experience is required
Strong skillset in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) and AI utilization
Property & Casualty Broker’s License (preferred or within 90 days of hire)

Responsibilities

Coordinate and issue certificates of insurance and auto-identification cards
Create, issue and track invoices, ensuring timely payment and remittance
Request and complete various insurance notices and forms
Create schedules of insurance and program schematics
Assist with the preparation of insurance submissions (collect, review and package qualitative information, as well as quantitative data)
Build, analyze and summarize exposure and loss data
Prepare internal and external deliverables used in client and carrier renewal discussions and presentations
Assist with special projects and client requests
Perform such other duties as may be assigned by the company at its discretion from time to time

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
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
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet 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