Senior Commercial Insurance Account Specialist

EPIC Brokers•Alpharetta, GA

3d•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, giving us unique insight into how A/E firms operate, deliver projects, and manage risks. We specialize in placing clients in group captive programs that have saved millions and do so for more A/E firms than all other insurance brokers combined. We are looking to grow our team.

Requirements

At least 5+ years of experience working for an insurance agency, broker or carrier.
A current Property & Casualty Insurance License.
Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
Strong, professional communication skills – both written and verbal.
Ability to pivot between providing detailed and accurate written communication, as well as having detailed verbal conversations with clients or internal stakeholders.
High attention to detail.
Ability to learn and understand software systems quickly.
At least 5+ years of working in commercial insurance industry.
Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word.

Nice To Haves

Bachelor’s degree preferred, preferably in an insurance-related field.
Knowledge of agency management system is a plus.
Commercial property and casualty experience is preferred.

Responsibilities

Support the broker with providing top-notch client services.
Assist with producing client submissions, proposals, presentations, insurance summaries & reports.
Provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).
Handle day-to-day client issues and questions.
Input client information into Sagitta (agency management software system).
Request loss runs.
Pre-complete renewal schedules and applications.
Prepare ACORD applications.
Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports.
Prepare confirmations of coverage and insurance program charts.
Coordinate with other staff on certificate-holder list.
Assist with processing and tracking mid-term endorsement requests.
Follow up on underwriter subjectivities.
Assist with program analysis for potential clients.
Assist with contract review of insurance requirements.
Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion.
Assist quoting using insurer’s online platforms where applicable.
Serve as a backup when a 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, 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
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